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On the other hand, this query can be carried out, through the Filter options, being able to segment by dates, clients, document type, document series, geographic zone and terminal according to your needs.

Follow these steps:

1. Go to the menu Queries > Sales > Customer history.

2. In this section, you can see the list of customers organised in alphabetical order. For each customer, you can check the Balance, the corresponding debit and credit values and the number of documents.

3. Clicking on each customer expands a list of documents issued according to the selected filters.

4. It is also possible to select the number of documents to be displayed on the page.

5. The Accumulated Balance option shows the balance of the oldest documents that serve as a reference for the current page. The Balance accumulated on the following pages is the balance of the most recent document.

6. In each document, in the 3 points you can view the document, see the related documents, copy and cancel.

7. Finally, it's possible to export both the complete and header only list in XLS and PDF formats.