Customer Payments [Salesperson] report
Displays a listing of payments made on invoices and orders within the period range, sorted and totaled by specific sales people.
Use this report if you pay commissions on a cash-received basis. For all your sales people, this reports on the cash received during the reporting period.
This report lists the sale amount without tax and freight. It shows tax in a separate column. If you want to display freight as well, highlight the report in the Index to Reports window, click Customize and then click the Report Fields tab. Select the Freight field.
note : Multicurrency
If you have selected the Multi-Currency feature you must display this report in the orginating currency to show the total amounts.
Report details
Filters
General:
Employees: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
Identifiers
Currencies
Sorted by
Customer
Subtotals / Totals
Subtotals:
Sale Amount
Tax
Amount Paid
More Report Fields (not preselected)
Customer’s PO #
Customer Name
Billing Address
Billing Address Phone #1
Billing Address Contact
Notes
Terms
Credit Limit
Volume Disc. %
Current Balance
Tax ID
Freight
Sales Layout
Promised Date
Due Date
Comments
Ship Via
Customer Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Discount Amount
Payment Method
Payment Notes
Name on Credit Card
Last 4 Digits on Card
Exp Date
Auth. No.
Check No.
Invoice #
Invoice Date
Invoice Status
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in: Originating Currency/Local Currency
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click an Employee Name or Card ID to open the Card Information window.
Click an Item ID #, Date, Memo, Sale Amount, Tax or Amount Paid to open the Receive Payments window.
View sample
Reports List

More help options

Top of page