To import customers:

1. Click Reports → Customers → Accounts → Service Transactions. The Service Transactions report filter will appear. Options on this report include:

• Customer: Filter this report by a specific customer.
• Transaction Date: Only include transactions that started in this da
• Store: Filter by store.
• Sale #: Run the report for a specific transaction number.
• Group/Sort By: Choose how to group and sort the report. It is recommended you group by Account Type and Transaction.
• Show Open Transactions Only: Only include transactions that have not been picked up.
• Show Payments Only: Only show payments - this will exclude deposits and pick ups.
• Include...: Select which types of transactions to include.
• Sort Transaction Date Descending: Sort the transactions in descending date order (most recent order) instead of ascending.

2. Set desired criteria and click OK to generate the report.
   Each line on this report has a Type:

• NEW: Initial intake, the amount shown here is the total outstanding balance after deposit.
• PAYMENT: Each payment made against this transaction.
• PICKUP: Final pick up, the amount shown here is the total for the entire transaction.
• APPLY: When a transaction is picked up, the amount that was on account