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