Invoices per period (Reports menu)

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The following five (5) reports are available to analyse invoices:

1.Invoices per period - Debtor group 1 - List the invoices by debtor (customer / client) reporting group 1 linked to debtor (customer / client) accounts on Action → Debtor.  

2.Invoices per period - Debtor group 2 - List the invoices by debtor (customer / client) reporting group 2 linked to debtor (customer / client) accounts on Action → Debtor.  

3.Invoices per period - Document group 1 - List the invoices by document reporting group 1.  

4.Invoices per period - Document group 2 - List the invoices by document reporting group 2.  

5.Invoices per period - Salesperson - List the invoices by salesperson (person who processed the invoice).

This report only includes Invoices which are posted. Unposted Invoices will be NOT be included in this report.

To print Invoices by Reporting groups reports:

1.On the Reports ribbon, select Reports → Sales analysis → Invoices per period.

2.Select the following:

a)Report - Select the Invoices per period - Debtor group 1 (default), Invoices per period - Debtor group 2, Invoices per period - Document group 1, Invoices per period - Document group 2 or Invoices per period - Salesperson report.

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.

c)Sequence - Select "Debtor code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

The Company details will not be printed as in the Page header. The company name is displayed in the Page footer.

3.Click on the OK button.

An example of the Invoices per period - Debtor group 1 report, is as follows:

Page 1

Each Reporting group will start on a new page.

Page 2

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