Invoiced sales by customer detail

Use the Invoiced sales by customer detail report to review invoice and credit memo lines by customer. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Invoiced sales by customer detail.
3. Select Change date range to choose the period.
4. Filter by Customer, Transaction type, Amount, Status, Transaction ID, or Customer type, as applicable.
5. Review each invoice or credit memo, its items, quantities, and amounts.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The report sums line quantities and amounts from invoices and subtracts corresponding credit memo activity.