Invoice Transactions report

Invoice Transactions report

This report displays all the transactions that affect the current balance of the sale, including the original transaction, tax, customer payments, discounts and customer deposits.

note : The report displays only transactions that were entered in windows to which your user ID allows access.

Report details

Filters

General:

Invoices: All/Selected

Customers: All/Selected

Advanced:

Dated: From/To

ID: From/To

Amount: From/To

Employees

Referrals

Categories

Ship Via

Promised Date Range

Customer PO #

Source Journal

Memo

Currencies

Sorted by

Invoice #

Subtotals / Totals

Subtotal for each Invoice #:

Charges

Payments

More Report Fields (not preselected)

Customer’s PO #

Billing Address Phone #1

Billing Address Contact

Account Name

Status

Terms

Due Date

Promised Date

Category

Salesperson

Payment Method

Payment Notes

Name on Credit Card

Credit Card Number

Exp Date

Auth No.

Check No.

Trace ID

Void Trace ID

Card Entry Type

Finishing Choices

Separate Pages

Add to Reports Menu

Prevent Data Changes During Report Generation

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click an Invoice #, Customer Name or Card ID to open the Invoice view of the Find Transactions window.

Click ID #, Src, Date, Memo, Account, Charges or Payments to open the Sales window.

View sample

Reports list