Sales Register [Returns & Credits] report
This report displays a listing of all returns and credits, for all customers or a selected customer, within a specified period range.
Report details
Filters
General:
Customers: All/Selected
Custom List # 1, # 2, # 3
Card Type: Leads and Customers, Leads, Customers
Lead Source
Lead Status
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Employees
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status
Memo
Lead Since:/To
Customer Since:/To
Currencies
Sorted by
Invoice #, Date, Customer Name based on filter selection
Subtotals / Totals
Subtotals
:
Amount
Credit Amount
More Report Fields (not preselected)
Layout
Comment
Ship Via
Original Amount
Freight Amt
Tax Amt
Journal Memo
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Tax ID
Category
Paid to Date
Exchange Rate
Salesperson
Referral
Shipping Service
Tracking Number
Date
Shipped
Shipping Notes
Finishing Choices
Add to Reports Menu
Prevent Data Changes During Report Generation
Sort by: Invoice #/Date/Customer Name
Display in: Originating Currency/Local Currency
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Date
,
Invoice
#
,
Amount
,
Credit Amount
or
Promised Date
to open the
Sales
window.
Click a
Customer Name
to open the
Card Information
window.
View sample
Reports List
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