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New Customers Report

Overview​

The New Customers report provides a list of all new customers.

You can filter the report based on the date the customer was created.

Where is this report?​

  1. Find your Report Center tab and click into it
  2. The New Customers report can be found under the Customers & Receivables heading

Available columns​

  • Customer name
  • Creation date
  • Contact
  • Email
  • Phone
  • Customer number
  • Date of the first invoice
  • Invoice amount of their first invoice
  • Current balance
  • Current status

What your report might look like​