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
Sale Entry: All Sales/Web Sales/Non-Web Sales
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
Ship Via
Amount Paid
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.
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Reports List

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