Sales [Customer Detail] report

Sales [Customer Detail] report

This report displays the invoice line items, including quantity sold, for all sales to the selected customers 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

Subtotal for each Customer:

Amount

Grand Total:

Amount

More Report Fields (not preselected)

Location ID

Customer PO No.

Invoice Address

Invoice Address Phone No.1

Invoice Address Contact

Identifiers

Notes

Terms

Credit Limit

Volume Disc. %

Amt Paid

Current Balance

VAT Amt

Amt + VAT

Deliver Via

Memo

Carriage

Comments

Job No.

Sub-job Of

Job Name

Job Description

Job Contact

% Complete

Start Date

Finish Date

Job Manager

Linked Customer

Job Status

Reimbursable

Due Date

Promised Date

Item Description

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

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

Discount

Total

VAT ID

Category

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)

Print Item Totals

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click a Customer Name or Card ID to open the Card Information window.

Click ID No., Date, Quantity, Item/Acct, Description, Amount, VAT or Status to open the Sales window.

View sample

Reports List