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
Sale Entry: All Sales/Web Sales/Non-Web Sales
Currencies
Web Store Description ( 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
Progress Invoice %
Progress Quote Amt
Progress Remaining %
Progress Remaining Amt
Progress Remaining Qty
Progress Total %
Progress Total Amt
Progress Total Qty
Date Dispatched
Shipping Notes
Disc %
Ship To Address
Freight Taxable
Freight Tax Amt
Currency Code
Exchange Rate
Card ID
Card Name
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.
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