Reports - Report for Checking a Client's Last Payment Date
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To check the most recent date a client has made a payment, you can create a user report:
- Go to Reports > New Report.
- Select the category Client.
- Set the focus to Client Balances.
- Choose the columns you want to include, making sure to add Last Payment Date:
- Add a requirement to filter the results, for example, show only last payment dates after a specific date:
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