Invoiced sales by customer summary

Use the Invoiced sales by customer summary report to compare invoiced revenue 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 summary.
3. Select Change date range to choose the period.
4. Filter by Customer, Transaction type, Transaction amount, Status, Transaction ID, or Customer type, as applicable.
5. Review the average invoice amount, invoice count, last invoice date, and total amount for each customer.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The amounts are based on invoices minus credit memos in the selected period.