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I've replicated your concern on my sample company file, SDM2. We're unable to get a report that will show the total payments for a specific period.
You can only get the total payments per customer when pulling up the Transaction List by Customer report. Here's how:
- Click Reports.
- Enter Transaction List by Customer in the Find report by name field.
- Click Customize, then go to Filter.
- Click the Transaction Type drop-down arrow, then select Payment.
- Click Run report.
It's a good idea to have a report that'll show total customer payments. I'll share your concern to our management team. They'll submit this to our software developers. This will be assessed and may be included in future program updates.
If you have additional questions, don't hesitate to keep in touch. Just click the Reply button and we'll get back to you as soon as we can.