In this document, it will be explained how to print a customer’s previous transactions.

1. Adding Automation Command

Go to Main Menu > Manage > Automation > Automation Commands > in here click on Add Automation Command link.

Name: PCB-Print Customer Balance

Category: Customers

Button Header: Print\rCustomer Balance  —\r— this phrase is used to write the words to down row after itself.

Color: Select color according to your wish.

Confirmation: None

Clear Selection: Select this box.

After completing necessary editings, click on Save button.

 

2. Adding Customer Accounts Screen

Go to Main Menu > Manage > Accounts > Account Screens > in here click on Add Account Screen link.

Name: Customer Accounts

Filter Type: All

Display As Tree: Select this box.

Account Type: Select Customer Accounts by clicking on Select button and configure settings according to image above.

Automation Command: Select PCB-Print Customer Balance automation command by clicking on Select button.

After completing necessary editings, click on Save button.

 

3. Adding Action

Go to Main Menu > Manage > Automation > Actions > in here click on Add Action link.

Action Name: PCB-Print customer Balance

Action Type: Print Account Transactions (Detailed)

Parameters:

Accound Id: [:Customer ID]

Account Name: Blank

Account Transactions Filter: Default

After completing necessary editings, click on Save button.

 

4. Adding Rule

Go to Main Menu > Manage > Automation > Rules > in here click on Add Rule link.

Rule Name: PCB-Print Balance When Pressed Button

Event Name: Automation Command Executed

Execute Rule If: Matches

Add Custom Constraint:

Automation Command Name | Equals | PCB-Print Customer Balance

Select Actions:

PCB-Print Customer Balance

Constraint: Blank

Customer ID: [:CommandValue]

After completing necessary editings, click on Save button.

 

5. Adding Report Template

Go to Main Menu > Manage > Reports > Reports > in here click on Add Report link.

Name: Customer Accounts Balance

Display in Report Explorer: Select this box.

Template: Copy below code group and paste into template field;

[Debit and Credit Accounts:5,3,4,2]
>Name|Phone|Address|Balance
{REPORT ENTITY DETAILS:E.Name,EC.Phone,EC.Address,E.Balance.sum.desc:(ET=Customers) && E.ACcountId>0:::$4!=0}
>Total|||{REPORT ENTITY DETAILS:E.Balance.sum:(ET=Customers)}

 

After completing necessary editings, click on Save button.

 

View of Customer Accounts Screen

Go to Main Menu > Accounts > Customer Accounts Screen > in here, select the customer that you want to print previous transactions and click on Print Customer Balance button.