Sales Document Listing per Account (Reports menu)

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This option allows you to print a list of all posted or unposted sales documents (i.e. Invoices, Credit notes and Quotes) for selected debtor (customer / client) account(s).

To print Document listing per account reports:

1.On the Reports ribbon, select Reports → Documents → Document listing per account → Sales documents.

2.Select the following:

a)Report - By default, Invoices is selected. Select sales documents (i.e. Credit notes or Quotes).

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)From... To... - Select a debtor (customer / client) account or a range of debtor (customer / client) accounts, to include in this report.

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

e)Posted - By default, this field is not selected (not ticked). It will list only the unposted invoices (or unposted credit notes or unconfirmed (open) quotes).  If this field is selected (ticked), it will list only the posted invoices (or posted credit notes or confirmed (posted) quotes).

f)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 Document listing per account - Invoices (Posted) report, is as follows:


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