Click here to view the Accounts Receivable Reports menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact contact us.

Introduction

This document provides instructions for

report provides a listing of your Customer’s Purchases, number of invoices, and credits. It ranks customers by the amount of business that they have done. It can run by purchases or by balances. Running by purchases shows what the customer purchased most from the lab. Running by balances shows if a particular customer is not paying their bill. The report will then rank each account according to the method of sorting. You can output this report to the screen or a printer.

Procedure

From the Optifacts Main Menu:

Select Option 1 – Accounts Receivable and press Enter.

Select Option 2 – Monthly Routines and press Enter.

Select Option 6 – Customer Ranking and press Enter.

• Follow the on-screen prompts pressing Enter past each field.

Image Added

Image Added

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.