JonpriL
Moderator

Account management

Hello there, @dcroteau!

 

Let's go to your Sales by Customer Detail report and filter it to show your non-posting transactions.

 

Here's how:

  1. Pull up your Sales by Customer Detail report.
  2. Select Customize.
  3. Click the Filter option.
  4. Check the Transaction Type tick box.
  5. Under the drop-down menu, select Non-posting.
  6. Click Run Report.

I've attached a screenshot below to show you where the filter is.

 

 

Also, have a quick read on this article to maximize your expertise about customizing your reports: How to Customize Reports?

 

Feel free to leave a comment below if you have any other questions. Have a wonderful day!