Page History: Invoice Register Report
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Page Revision: Fri, 22 May 2015 15:39
General Description
Default Menu Location: Reports >> Accounts Receivable >> Invoice Register Report
Screen Shot: INVOICESUM
Function: The Invoice Register Report is used to give a list of Invoices in the system. The report also gives the invoice date, Net Amount, Freight, Sales Tax, Invoice Total, and Balance. The report can be filtered on many various fields such as customer, date, territory, status, order type, salesperson, and account manager.
Report Filters
Customer ID: The Company ID in the field
Company: (field is blank) The Company name (long name) to report on
Start Date: The start date for the report
End Date: The end date for the report
Terr: The territory which the invoice was generated from (sales)
Invoice Status: The invoice status the report will be filtered on
Order Type: The type of order the invoice was generated from
Sales Person: The salesperson associated with the invoice
Account Manager: The Account Manager associated with the invoice
Sort By: Select one of the options,
Invoice#,ORG ID, CustName, Task#, Salespe for the report.
Summary or Detail: Choose one of the options for the report type
User may click the "Show GL Dist" box in order to show how the invoice effects the GL
