Customer Report
Batuly’s Customer Reports give you a clear picture of your customer base, their purchase behaviors, and payment patterns. This helps you build stronger relationships, manage credit effectively, and grow your business with confidence.
1. Customer Purchase History
Track every purchase a customer has made, along with dates, amounts, and payment status.
| Column | Description |
|---|---|
| Customer Name | Name of the customer |
| Invoice Number | Reference number for each sale |
| Date | Date of purchase |
| Products Purchased | List or count of products/services bought |
| Total Amount | Total sale amount |
| Payment Status | Paid in full, partial payment, or due |
2. Customer Ledger Summary
See an overview of each customer’s account balance, including outstanding dues and payments received.
| Column | Description |
|---|---|
| Customer Name | Name of the customer |
| Total Sales | Sum of all sales made |
| Total Payments | Sum of all payments received |
| Total Due | Outstanding amount owed |
3. Customer Activity Report
Analyze how frequently customers buy and identify your most loyal customers.
| Column | Description |
|---|---|
| Customer Name | Name of the customer |
| Number of Purchases | Total number of purchases made |
| Last Purchase Date | Most recent purchase date |
| Average Purchase Value | Average amount spent per purchase |
4. Credit & Due Report
Identify customers with outstanding payments to manage follow-ups effectively.
| Column | Description |
|---|---|
| Customer Name | Name of the customer |
| Invoice Number | Reference number for unpaid invoices |
| Invoice Date | Date of invoice |
| Due Amount | Amount outstanding |
| Due Date | Date payment is due |
Why Customer Reports Matter
Batuly’s customer reports enable you to:
- Keep track of individual purchase histories and payment behaviors.
- Identify loyal customers and reward their business.
- Manage outstanding dues efficiently to improve cash flow.
- Make data-driven marketing and sales decisions.
- Enhance customer service with timely insights into customer activity.
Stay connected with your customers and grow your business smarter with Batuly’s customer insights.