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Find customers who stopped buying

The Inactive Customers report lists customers whose last invoice is old, or who were never invoiced - the people to call.

Sales 4 steps 1:13 video Sales - User (Own Documents) or Manager
Where to find it SalesReportingInactive Customers

Steps

  1. Open Sales > Reporting > Inactive Customers. The note above the table says what is listed: customers whose last posted invoice is older than the number of days in No invoice for (90 days to start with), counted from the As Of date, plus customers who were never invoiced.
  2. Each row gives the customer's Phone and Email, the Last Invoice Date and the invoice number, how many Days Since that invoice, the number of Invoices, and the Lifetime Sales (Net). Scroll the table sideways to see the Balance Due and the Salesperson.
  3. Open No invoice for and choose 30+ Days to also see customers who last bought about a month ago. The other choices are 60+ Days, 180+ Days, 1+ Year and Never Invoiced.
  4. Click an invoice number to open the customer's last invoice.

Tip

Use Salesperson to give each person their own list of customers to call, and Customer to look at one customer. As Of and Period let you ask the same question for an earlier date, for example the end of last month.

Note

Sales are net, in your company currency, less credit notes.

What happens next

Send the customer a new offer: create a quotation.

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