Use the List Of Customers With Credit Limits button on the Print Customer Lists & Labels menu to print a list of customers with credit limits. For each customer, the list prints the customer’s account number, name, account balance, and credit limit. It also lists the total of any late charges on the account, indicates if the account is taxable, and lists the customer’s discount class and level.
An option is also available in the print command to Export to Excel. This creates a .csv file, which you can open and manipulate in Microsoft Excel.
Step 1. From the Dealership Accounting main menu, select Trade Receivables. The Trade Customer Receivables menu will open.
Step 2. Select Lists & Labels. The Print Customer Lists & Labels menu will open.
Step 3. Click List of Customers With Credit Limits from the Print Customer Lists & Labels menu.
Step 4. When prompted to verify your printer is ready, select your print criteria and click Print.
|Note: For step-by-step directions on opening a .csv file in Excel, see the Knowledge Base article, "Troubleshooting: Opening .CSV Files in the Windows 10 Operating System." It may be necessary to format columns containing dollar amounts to accurately reflect correct decimal placement.|