Follow this procedure to export the customer Account Balance to Excel 1) Click File 2) Click Reports 3) Select Sales 4) Click Show 5) Select Creditors Debtors Report 6) Click Next 7) No parameters are required 8) Click Finish
9) The Creditors / Debtors report will populate 10) Make sure both the Include Creditors and Include Debtors options are checked 11) Click the Select All icon 12) Click Export 13) Select Microsoft Excel 14) Click Next 15) In the Data tab, check as many fields as necessary. 16) Click Next 17) Make sure the CreditorsDebtorsSearchResults.xls file is selected 18) Click New Worksheet 19) Click Next 20) If the file already exists, choose to overwrite it
Excel will open and list the results, the Balance will be in column D. Save the file to a folder and share it with the Dive Shop 360 Team. For any assistance on this procedure, email us at support@evediving.com