Invoices By Date

Debtors >Reports >Report list   

 Shows summary of invoices and credit notes by rep or date, also is an inter-branch report for invoices. 

 

 

 

 

 Summary 

 Click on Summary if you want a report with limited information  

 

 

 Detail 

 Click on Detail if you want a report with more information  

 

 

 Sales Rep 

 Click on Sales Rep if you want this added as a column to your report 

 

 

 Posted By 

 Click on Posted by if you want this added as a column to your report 

 

 

 Both 

 Click on Both if you want invoices and Credit notes added as a column to your report 

 

 

 Invoice 

 Click on Invoice if you want Only invoices added as a column to your report 

 

 

 Credit Note 

 Click on Credit Note if you want Only Credit Notes added as a column to your report 

 

 

 Inter Branch Transaction 

 Tick this box if you would like inter branch transactions added to your report 

 

 

 Date From / Date To 

 Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report. 

 

 

 Stock Category 

 Select a Stock Category from the drop-down menu that you want to pull the report for 

 

 

 Group By 

 Tick this box if you want the report grouped by Caragory.