Running the Invoice Register Report

Run the Invoice Register Report to list all the invoices for a branch and range of dates. This lets you and your accounting department see the total specified accounts receivable.

The row and column report summarizes the invoices, including:

• Order number, order writer, and ship date

• Invoice amount, also net sale amount (without tax, freight, and handling)

• Sales tax, freight, and handling

• Unearned revenue

• Branch number and sales source

• Gross profit percentage

To run the Invoice Register Report:

1. From the Orders > Reports menu, select Invoice Register.

2. In the Br/Tr/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.

3. In the Start Date and End Date fields, press F10 and specify the desired calendar date range. You can also specify dates using variable dating.

4. In the Report Format field, press F10 and specify the report printing format:

• Detail

• Summary

• Totals

• Line Item

5. In the Show Costs (Y/N) field, specify whether the report shows the products' costs.

6. In the Break on Periods (Y/N) field, enter a Y to have the report insert a page break whenever it encounters a new fiscal month. For example, a page break is inserted when the specified invoice register goes from June to July.

7. If you want to limit the report to a particular type of invoice, press F10 and specify a choice in the Invoice Type field. Some choices include:

• All

• Directs

• Credits

• Cash Sales

8. In the Select by field, press F10 and specify whether to select the invoices by:

• Ship Date

• Invoice Print Date

9. If desired, enter a batch identifier in the Batch ID field. This lets you report on the group of invoices entered as a batch.

10. Set options, if needed, and generate the report.

See Also:

Sales Reporting Overview