Sales Report by Customer
This report gives you a detailed overview of sales for a specific customer. It provides a complete summary of their transactions, including the number of invoices issued, total sales amount, total deposits, and total balance due.
Report Settings & Filtering
You can give the report a name for easy retrieval later. It runs against a selected folder, compiling data from all invoices issued between a specified Start Date and End Date. To include all invoices without a date limitation, simply leave these fields blank.
When running the report, you can select the customers you wish to include:
- All Customers
- Customers not on your Customer List
- A specific Customer selected from your Customer List
The report allow to list individual invoices. You can also use the available search fields to filter your report, ensuring the data meets your specific criteria.
Keeping Your Report Up-to-Date
The report’s calculations are updated each time you save it. The “Last Generated” timestamp indicates when the report was last processed. To refresh the data with your latest invoices and ensure the calculations are current, simply click the [Re-generate] button.
Sample: Sales Report by Customer
