Sales [Customer Summary] report
This report displays the original sale amount, the GST 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
Currencies
Sorted by
Customer
Subtotals / Totals
Subtotals
for each Customer:
Sale Amount
GST
Current Balance
Grand Totals:
Sale Amount
GST
Current Balance
More Report Fields (not preselected)
Promised Date
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Freight
Discount
Total
GST ID
Salesperson
Referral Source
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in Origination Currency/Local Currency
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
,
GST
,
Current Balance
,
Status
or
Due Date
to open the
Sales
window.
View sample
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