Details:

The Invoice Register Report displays a detailed list of all AR customer invoices (Administration > Reports > Sales > Orders and Invoices > Invoice Register).

You can filter the report by date, store, employee, interest, customer, and invoice total.


Example of Use

You can use this report to display a list of all Bill Me Later POS sales. This report will give you a detailed list of all AR Customer Invoices, including Bill Me Later transactions.

Step 1: Go to Administration > Reports > Sales > Orders and Invoices > Invoice Register.

Step 2: Enter a specific date range on the Dates tab.

Step 3: Select the Sales box in the Transaction Types section on the Dates tab.

Step 4: Select the Open box in the Invoice Status section on the Dates tab.

Step 5: Select POS-BillMe on the Sources tab.

Step 6: Click Create Report to generate the report.

 - The report shows the customer, balance of the invoice, and invoice number. You can click on the invoice number to open the invoice and print it if needed.


Filters

 - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

 - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.

 - You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

 - Source: You can see the source of an invoice using the Invoices tab on the Customer screen.


Security Permissions Required

Category

Function

Admin-Reports

Can Access Reports Tree Branch

Can Access Reports - Sales