Sales [Customer Summary] report
This report displays the original sale amount, the tax collected and the current balance for all sales within the period range.
Report details
Filters
General:
Customers: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Employees
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status
Identifiers
Sale Entry: All Sales/Web Sales/Non-Web Sales
Sorted by
Customer
Subtotals / Totals
Subtotals
for each Customer:
Sale Amount
Tax
Current Balance
Grand Totals:
Sale Amount
Tax
Current Balance
More Report Fields (not preselected)
Promised Date
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Freight
Discount
Total
Tax ID
Salesperson
Referral Source
Finishing Choices
Separate Pages
Add to Reports Menu
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Customer Name
to open the
Card Information
window.
Click
ID
#
,
Original Date
,
Sale Amount
,
Tax
,
Current Balance
,
Status
or
Due Date
to open the
Sales
window.
View sample
Reports List
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