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Invoices Help
Generate a Summary of Invoices Report for a Specific Time Period
Use the Invoice Summary Report to view invoices by customer for a specified time period.
To generate a Summary of Invoices report for a specific time period
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In the Invoices window, from the Reports menu, click Invoice Summary Report and then click Preview. The Invoice Summary Report dialog box appears.
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In the Select Invoices Created section, do one of the following:
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To generate the report for a specific month, click For system month and then, in the list boxes, click the month and year.
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To generate the report for a specific date, click For specific date and then, in the list box, click the date.
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To generate the report for a specific time period, click From and then, in the list boxes, click the beginning and ending dates.
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In the Customer Selection section, do one of the following:
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To include all customers in the report, click Show all customers.
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To include in the report only those customers with invoices, click Show only customers that have invoices.
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In the Sort Option section, do one of the following:
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To sort the report by customer number, click Order by customer number.
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To sort the report by customer name, click Order by customer name.
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Click Begin. The Report Viewer window appears.
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To export the report to a file, do the following:
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In the menu bar, click the Export icon. The Export Report dialog box appears.
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In the File name box, type a name for the report.
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In the Save as type, click the type of file to export the report to and then click Save. When the export completes, a notification dialog box appears.
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Click OK.
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To print the report, do the following:
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In the menu bar, click the Print icon. The Print dialog box appears.
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Modify the settings as necessary and then click Print.
Note: You can also print the report from the Reports menu by clicking Invoice Summary Report, specifying the report parameters, and then clicking Printer.