Run Profit and Loss report and customize by customer.

GO to blue navigation bar (located on the left)

• Select Reports
• Go to report and type Profit & Loss
• Select “Profit & Loss” from the drop-down selector
• Run Profit & Loss report (for the wanted transaction date)
• Click Customize button
• Click Lists
• Select “Customer” from the drop-down list (see attached screenshot below for reference)
• Click Run Report

Optional: Click “Save Customizations” button if you need to make this report as Custom Report for future

Notes:

Main source of income details = Created Invoice and Created Sales Receipts plus any issued credits
Main source of expense details = Entered expense and product/service tracking by customer from Vendors & Purchases