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Running Reports
Overview Reports in CustomBooks™ are located in the Reports menu . They are broken down by module and are available in the menu for modules included in your edition of CustomBooks™. Common Features Across Reports Report Command Bar Run report - runs ...
CustomBooks™ Reports
Reporting CustomBooks™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want. To run a report, Navigate to Reports → Report Category (Ex. Sales) → ...
Processing Credit Cards using Stripe
Processing Credit Card Using Stripe CustomBooks™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices. Setting up ...
AccountingSuite™ Product Perks: May 2024 - Financial Comparative Reports
Financial Comparative Reports Open cbdee363-686a-425d-9459-f15fc928e703.gif This month’s Product Perks video highlights our Comparative Financial Reports. Checking to see how you’re doing in relation to past periods is always a good thing and these ...
Using Serial Numbers in CustomBooks™
CustomBooks™ has the ability to track serial numbers for product items on sales and purchase documents. Enabling Serial Numbers To enable the use of serial numbers, navigate to Quick Menu ➜ Settings ➜ Inventory tab and check Use Lots and Serial ...