View Customers Based on Last Invoice Date

Find out which customers you've invoiced within a specific period using the quick filters. You can then choose to print as a report, mailing labels, or save the filtered group in the List Builder to group them for easy access in the future.

1. To begin, from the customer list toolbar, click Clear Filters to ensure no other filters are set.
2. From the filter sidebar, in the Last Invoice filter under Between enter a beginning and ending date, then click the X to apply the filter and close it (it will show Filter Set if a filter has been applied). Alternatively, select the Top Sales Summary view and then set your date range to include the total purchase amount for each customer.
3. Click the checkbox column header to select everyone, then from the toolbar, click Print and select either View (to print as a report) or Mailing Labels.
4. To save the selected customers, from the customer list toolbar, click  List Builder.
5. If saving as a New List give it a description, or select Existing List to add the names to a previously created list, then click   OK   (you will then be prompted if you'd like to view the list).
6. When finished, click Clear Filters again to remove the filter set.

Tips:

• Additional sidebar filters can be applied in step 2.
• If you want to add additional profile information before printing the view in step 3, such as the Last Invoice date, see Add, Move, or Hide Columns on the Customer List.

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Additional Information:

• View Previously Purchased Items for a Contact
• View Customer Product Usage from the Product List
• Create a Product Sales Event
• Send Personalized Group Email Messages
• View, Filter & Print Invoices in Sales Transactions
• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder