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Hello again, Baker287.
Let me clear some info on the report that I've shared above.
The Sales by Customer Summary report will also give you the data of the customers who haven't made any purchases in the previous or current years. Just make sure to choose the period from the Show Columns drop-down.
In this sample screenshot, I have no transactions recorded for 2022 this is why it shows zero. As for the years that has an amount, you can double-click on it to view the sales transactions created.
The other way to view the last invoice date is by going to the Transactions tab in the customer's profile.
Here's how:
- Go to Customers > Customer Center.
- Select the customer's name and from the Transactions tab, choose Invoices from the Show drop-down.
- You can select All Invoices from the Filter by menu, and set the Date.
Please post a reply again if you have any additional questions or other concerns. I'll be right here to answer them. Keep safe.