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pat
 
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Default how do I set up a customer list to track payments

I have a small service business I have them listed in access - but would like
to track payments and credits for about 200 customers - in a simplified
format in excel

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Kassie
 
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Default how do I set up a customer list to track payments

Hi pat

Since you already have the info in Access, would it not be easier to design
a query and report in Access to take care of that? You select the format,
you decide what info you require, you decide how you want it presented.

"pat" wrote:

I have a small service business I have them listed in access - but would like
to track payments and credits for about 200 customers - in a simplified
format in excel

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