The Accounting Summary Report provides a real-time, itemized snapshot by customer of account balances, past-due balances, the last account payment, and more.

Now, you can also view these totals for all customer accounts in the report:

  • Taxable sales
  • Non-taxable sales
  • Partial payments
  • Services charges
  • Sales tax applied

How it works

When you create an Accounting Summary Report, the totals appear at the end of the report.

New tax totals on Accounting Summary Report

About the Accounting Summary Report

The Accounting Summary Report is available in the Reports module.
How to create the Accounting Summary Report

If you have questions or suggestions about this information, contact support@paladinpos.com.