Invoice Ledger Listing
This report is an audit trail listing of all transactions in the invoice ledger for a specified period of time (see Invoicing, and Auditing Ledgers). Report totals include the total parts, labour, shipping, handling, taxes, and grand total amounts. The report is sorted by entry date. And it may be filtered by billing customer, invoice type, and business location.
Report Option Fields
|
Field |
Description |
|
Customer |
Enter an assigned billing customer account number for which to generate the report, 0 for miscellaneous customer accounts, or leave blank for all customers. Optionally, select the billing customer name for which to generate the report. |
|
Invoice Type |
In the Repair Micro, Retail SQL, and Retail editions, select whether to include all repair invoices and credit notes (the system default), only repair invoices, or only credit notes. In all other editions, select whether to include all invoices and credit notes (the system default), only repair invoices, only sales invoices, or only credit notes. |
|
Bus. Location |
Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions. |
|
Date Range |
Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on entry date. |
This report is available only for licensed users of version 2.7 and higher.
(See also Payment Ledger Listing.)
Miscellaneous Customer Account
Balances