Sales [Customer Summary] report

Sales [Customer Summary] report

This report displays the original sale amount, the VAT collected and the current balance for all sales within the period range.

Report details

Filters

General:

Customers: All/Selected

Custom List No. 1, No. 2, No. 3

Advanced:

Dated: From/To

ID: From/To

Amount: From/To

Employees

Referrals

Categories

Deliver Via

Promised Date Range

Customer PO No.

Sale Status

Identifiers

Currencies ( AccountEdge Plus only)

Sorted by

Customer

Subtotals / Totals

Subtotals for each Customer:

Sale Amount

VAT

Current Balance

Grand Totals:

Sale Amount

VAT

Current Balance

More Report Fields (not preselected)

Promised Date

Card ID

Custom List No. 1, No. 2, No. 3

Custom Field No. 1, No. 2, No. 3

Carriage

Discount

Total

VAT ID

Salesperson

Referral Source

Finishing Choices

Separate Pages

Add to Reports Menu

Prevent Data Changes During Report Generation

Display in Origination Currency/Local Currency ( AccountEdge Plus only)

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 No., Original Date, Sale Amount, VAT, Current Balance, Status or Due Date to open the Sales window.

View sample

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