AGKSoft - Client Accounts Reports

  • If you are connected to your Cash Register, we can automatically populate the Client Accounts screen with any new local credit / store credit / house charges.

  • To see all your clients and the balance they owe, click Client Accounts to see the window shown below and click the Balance column.

  • You can select the Client by First Name, Last Name or Company on the left, the charges are shown on the right instantly.

  • You can click INVOICE to display the Invoices for the selected client or all clients that owe you money.

Client Accounts Window

  • After making your changes in the Client Accounts, you may want to look at some reports.

  • Click the INVOICE button to see the Invoices due as shown below.

Invoice Report

  • Click the [Report] button and select [Daily Charges Report] to see the report shown below.

Daily Charges Report

  • Click the [Report] button and select [Monthly Charges Report] to see the report shown below.

Monthly Charges Report

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