Customers balance by sales person

ERPNext Accounting
1

Hi all

Need your help to customize report for customers balance and filter it by sales person

2

You can check Accounts Receivable report and apply multiple filters inclucing Sales Person.

3

thanks bu it dosn’t work
i cant add column for customers balance

4

Outstanding amount column is already available in Accounts Receivable report. Why do you need customer balance column?

5

this report show all transactions on customer or supplier
otherwise if i made more than one transaction on customer so the report show customer repeated
i need to customize report with customer name and final blance and filter with sales person

6

So for that you can use the Accounts Receivable Summary report where you can see only one row for a single customer and their final balance. You’ll also be able to filter by sales person in that report

2 Likes
7

thanks

8

am having the same problem .Is it possible to add the filter by sales person be be by default so that instead of choosing a single sales person it auto selects all sales persons summary report