Customer Invoice Report: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
mNo edit summary |
||
| Line 4: | Line 4: | ||
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'''. | 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]] | 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. | |||
Revision as of 15:02, 16 March 2026
In This Section
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.