Customer Service History report

This report lists a brief summary of all posted and closed invoices for a specific customer. You enter the customer’s name when requesting the report.

It includes the customer’s name, address, phone numbers, service dates, invoice numbers, vehicle information, service descriptions, year-to-date sales, and total sales.

To view and print the Customer Service History report:

1. From the Reports menu, select Customer Reports.

Result: A Customer Reports dialog box displays.

2. Select Customer Service History.

3. In the Name field, type the customer’s name.

4. Click OK.

Result: The report displays in a separate window.

5. Click the print button at the top of the window to print the report.

Result: A Print dialog box allows you to select the print range and the number of copies.

6. Click Print.