Go to Main Menu > Manage > Automation > Automation Commands ><\/strong> in here click on Add Automation Command<\/strong> link.<\/p>\n Name:<\/strong> PCB-Print Customer Balance<\/p>\n Category:<\/strong> Customers<\/p>\n Button Header:<\/strong> Print\\rCustomer Balance\u00a0 —\\r<\/strong>— this phrase is used to write the words to down row after itself.<\/p>\n Color:<\/strong> Select color according to your wish.<\/p>\n Confirmation:<\/strong> None<\/p>\n Clear Selection:<\/strong> Select this box.<\/p>\n After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n 2. Adding Customer Accounts Screen<\/strong><\/span><\/p>\n Go to Main Menu > Manage > Accounts > Account Screens ><\/strong> in here click on Add Account Screen<\/strong> link.<\/p>\n Name:<\/strong> Customer Accounts<\/p>\n Filter Type:<\/strong> All<\/p>\n Display As Tree:<\/strong> Select this box.<\/p>\n Account Type:<\/strong> Select Customer Accounts by clicking on Select<\/strong> button and configure settings according to image above.<\/p>\n Automation Command:<\/strong> Select PCB-Print Customer Balance automation command by clicking on Select<\/strong> button.<\/p>\n After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n 3. Adding Action<\/strong><\/span><\/p>\n Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n Action Name:<\/strong> PCB-Print customer Balance<\/p>\n Action Type:<\/strong> Print Account Transactions (Detailed)<\/p>\n Parameters:<\/strong><\/p>\n Accound Id:<\/strong> [:Customer ID]<\/p>\n Account Name:<\/strong> Blank<\/p>\n Account Transactions Filter:<\/strong> Default<\/p>\n After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n 4. Adding Rule<\/strong><\/span><\/p>\n Go to Main Menu > Manage > Automation > Rules > <\/strong>in here click on Add Rule <\/strong>link.<\/p>\n Rule Name:<\/strong> PCB-Print Balance When Pressed Button<\/p>\n Event Name:<\/strong> Automation Command Executed<\/p>\n Execute Rule If:<\/strong> Matches<\/p>\n Add Custom Constraint:<\/strong><\/p>\n Automation Command Name | Equals | PCB-Print Customer Balance<\/p>\n Select Actions:<\/strong><\/p>\n PCB-Print Customer Balance<\/p>\n Constraint:<\/strong> Blank<\/p>\n Customer ID:<\/strong> [:CommandValue]<\/p>\n After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n 5. Adding Report Template<\/strong><\/span><\/p>\n Go to Main Menu > Manage > Reports > Reports ><\/strong> in here click on Add Report<\/strong> link.<\/p>\n Name<\/strong>: Customer Accounts Balance<\/p>\n Display in Report Explorer:<\/strong> Select this box.<\/p>\n Template:<\/strong> Copy below code group and paste into template field;<\/p>\n <\/p>\n After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n View of Customer Accounts Screen<\/strong><\/span><\/p>\n Go to Main Menu > Accounts > Customer Accounts Screen ><\/strong> in here, select the customer that you want to print previous transactions and click on Print Customer Balance<\/strong> button.<\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" 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\u00a0 —\\r— this phrase is used to write […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-15308","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15308","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=15308"}],"version-history":[{"count":7,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15308\/revisions"}],"predecessor-version":[{"id":15350,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15308\/revisions\/15350"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=15308"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=15308"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=15308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/07\/PrintCustomerBalance-01-1024x576.jpg\")
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\n [Debit and Credit Accounts:5,3,4,2]
\n>Name|Phone|Address|Balance
\n{REPORT ENTITY DETAILS:E.Name,EC.Phone,EC.Address,E.Balance.sum.desc:(ET=Customers) && E.ACcountId>0:::$4!=0}
\n>Total|||{REPORT ENTITY DETAILS:E.Balance.sum:(ET=Customers)}<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/07\/PrintCustomerBalance-06-1-1024x576.jpg\")
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