Customer Sales Summary Report

Customer Sales Summary

The Reports > Invoices > Customer Sales Summary reports on the invoices that have been issued to Customers within a specified period.

The report includes a summary of outstanding invoices, and lists summary data for individual Customers underneath. You can view the invoices associated with a Customer by expanding the Customer report line.

On-screen Columns

The Outstanding Invoices section of the Customer Sales Summary includes the following data:

• Number of Invoices
• Outstanding Total
• Overdue Invoices
• Value of Invoices

Each Customer line in the report includes the following data:

• Customer
• Invoice #
• Invoice Date
• Sale Amount
• Tax
• Current Balance
• Status
• Due Date

Export Options

You can export the report to a .csv file that contains the following fields:

• Customer ID
• Customer
• Contact
• Invoice Number
• PO Number
• Invoice Date
• Sale Amount
• Tax
• Current Balance
• Status
• Due Date