Customer Invoice Report: Difference between revisions
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This section allows you to be able to search customers invoices. | This section allows you to be able to search customers invoices. | ||
This report allows you to list the Trade invoices for a particular day, (or period) using the date format of '''yyyy-mm-dd''' or '''yyyy-mm'''. | |||
After dates are selected click[[File:Run-report.PNG |alt=Run-Report|link=|Run-Report]] | |||
It will list the total invoices per customer for that day with what they '''Last Ordered''', the date they '''Last Ordered''', their '''Lifetime Spend''', their '''Customer ID''', if it is a '''Van Route''' or not, '''Credit Hold''', If they are allowed '''Credit''', the '''Total Documents''', '''Total Ex VAT''', '''Total VAT''', '''Total Inc VAT''', where you can then click [[File:Detail_button.png |alt=Detail_button.png|link=|Detail_button.png]] to drill down into the individual invoices. | |||
There is also a [[File:Search bar.png |alt=Search bar.png|link=|Search bar.png]] on the top right hand side of the screen to help with ease of searching. | |||
Latest revision as of 15:05, 16 March 2026
This section allows you to be able to search customers invoices.
This report allows you to list the Trade invoices for a particular day, (or period) using the date format of yyyy-mm-dd or yyyy-mm.
After dates are selected click
It will list the total invoices per customer for that day with what they Last Ordered, the date they Last Ordered, their Lifetime Spend, their Customer ID, if it is a Van Route or not, Credit Hold, If they are allowed Credit, the Total Documents, Total Ex VAT, Total VAT, Total Inc VAT, where you can then click 
to drill down into the individual invoices.
There is also a 
on the top right hand side of the screen to help with ease of searching.