Lesson 4 of 5
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How to Generate and Download a Customer Ledger Summary

In this lesson, you will learn how to generate and download a customer ledger summary report under the General Ledger section in Parsimony.com.

The customer ledger summary report provides a summary of all transactions related to a specific customer account within a specified period. This report is useful for tracking the financial status of a customer account, including the total amount due, payments made, and outstanding balances.

To generate and download a customer ledger summary report, follow these steps:

  1. Log in to your Parsimony.com account and navigate to the General Ledger section.
  2. Click on “Reports” and select “Customer Ledger Summary” from the drop-down menu.
  3. Select the customer account for which you want to generate the report from the “Customer” drop-down menu.
  4. Set the start and end dates for the report period in the “From” and “To” fields.
  5. Click on “Generate Report” to generate the report.
  6. Once the report is generated, you can preview it on the screen or download it in PDF or Excel format using the corresponding buttons.

By following these steps, you can quickly and easily generate a customer ledger summary report to track the financial status of a customer account.