Run a sales report

A Sales Report will give you a list of invoices processed in a date range and show you;

    • Invoice number
    • Date
    • Type – invoice or credit
    • Customer
    • Rego
    • Vehicle make & model
    • GST component of the invoice
    • Total of the invoice
    • Cost of the items on the invoice
    • Profit

1. To run the report, click on Reports from the menu options on the left hand side and then click on Business Reports;

2. Click on the down arrow icon to the far right of the blue ‘Sales Reports’ menu to expand the menu;

3. Enter the date range you want the report to cover and click on the ‘green printer’ icon to generate the report in a new tab, from there it can be printed off. You can also sort the report by customer, Post date, Rego Number & Invoice, make your selection from the “Sort by” field and enter your parameters in the “Start Range” & “End Range” Fields.

The last 3 fields on this screen allow you to specify which type of invoices you would like to see on the report:

Limit by Type – Allows you to produce a report for sales invoices, credits, or both

Internal Only – Allows you to produce a report for internal invoices, external invoices, or both

Customer Type – Allows you to limit this report to Account or Cash type customers.