Page History: Daily Invoice Summary

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Page Revision: Mon, 06 Apr 2009 14:47

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Default Menu Location
General Description
Report Filters
Standard Report Fields (Header)

Default Menu Location¶

Reports >> Accounts Receivable >> Daily Invoice Summary

Click here for a screenshot

General Description¶

Daily Invoice Summary generates a summary of all the different invoices for a day for a sales person.

Report Filters¶

Custno:Enter the customer number to generate a report.

Company:Enter the company name for the invoice.

Start Date:Enter the start date for the report.

End Date:Enter the end date for the report.

Sales Person:Select a sales person for the invoice.

Acct Manager:Select an account manager for the invoice.

Sort By:Report can be sorted by-- Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order.

Drill Down View:Check the box to see the Drill Down View of the report.

Standard Report Fields (Header)¶

Every customer's report is different but some of the formats are the same.

•lc_company

•lc_report

•lc_title

•lc_slist