Customer information sheet

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Customer information sheet

This report can be generated for a single or range of customers giving information about the customer. The report also includes the top x products sold (based on the setting made); select the date range for the documents to be listed.




The report will display the main customer information including


Main postal address

Credit limit

Last Credit Date



Sales this year and last

Last ageing based on last Pastel statement

Top x number of products

Price List

VAT Reference

User defined field settings

Additional contact information

Contact history for the client



Example of the first page of the report