IN THIS SECTION
Overview
The Sales by Customer Report shows Sales (from invoices and credit notes) grouped by customer. Only approved Invoices and Credit Notes are included.
NOTE This report currently only includes Invoices and Credit Notes. It does not include other items such as Payments, Spend Money or Journal Entries so may not reconcile exactly with other financial reports.
Report Filters
The Sales by Customer report includes the same report filters and actions as the other financial reports - such as selecting companies, dates and currencies, downloading to Excel and adding to Report Packs - more information on these filters can be found in the Running Reports article.
NOTE The Invoice or Credit Note Date will be used to filter based on the dates selected.
Other Report Options
The report includes other options as follows:
| Option | Description |
| Show Tax | Display the tax amount for each invoice/credit note and in the customer total. |
| Show Net | Display the Net Value of invoices and credit notes - the customer total will show the total of the Net Values. |
| Show Gross | Display the Gross Value of invoices and credit notes - the customer total will show the total of the Gross Values. |
| Show Balance | Display the customer account balance after the Invoice or Credit Note has been applied - the customer total will show the total customer account balance for the selected period. |
| Compact View | Switch to compact view - this view reduces the number of columns being displayed by displaying the values in a single column. |
Sorting
You can sort the results by clicking on the column headings. Clicking once will sort ascending, clicking again will sort descending. The arrow icon next to the column heading shows the current sort order. Combining this with the Top 10 toggle gives you the ability to hone in on the most important results.
Viewing Invoices and Credit Notes
To view the details of the Invoices that relate to the customer, click on the customer name. A section will open on the right showing the contact details (name, telephone number etc.) and all the invoices owed by that customer, broken down by company.
Click on the Company name to see a list of invoices for that company.
You can search for a particular invoice by entering your search criteria in the search box.
You can download all invoices for the customer by clicking on the download icon.
FX
For more information on how FX is applied on the Sales by Customer report see this article.