Report to view customer history of repairs and services.

Report to view customer history of repairs and services.

Postby M1EnterpriseTech » Thu Dec 21, 2017 6:27 am

Where would I find a customer vehicle report that would show the customer their entire history of service and repairs with us?

    *Go to Reports on the home ribbon
    *All Reports
    *Sales
    *Customer Spending
    *Enter Date Range
    *Click Execute on the ribbon
    *Highlight customer line item
    *Click the drop down arrow under Drill Down Reports on the ribbon
    *Select Invoice Details.

This should show you the customer "spending" to include invoice history.
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M1EnterpriseTech
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