This report is a chronological listing of the Invoices raised during the specified period. You can control the selection to show a range of Invoice Numbers or Invoices made out to a particular Customer. The type of Invoice can also be selected.

Please click here for details about the Customer Classification field added to the specification window by the CRM and Mail Value Pack.

Invoice No

Range Reporting Numeric

Limit the report to a single or range of Invoices.

Period

Paste Special Reporting Periods setting, System module

Enter the report period. The first row of the Reporting Periods setting is used as a default.

Customer

Paste Special Customers in Customer register

If necessary, limit the report to a single Customer by entering a Customer Number here.

Customer Category

Paste Special Customer Categories setting, Sales Ledger

If you want to restrict the report to Customers of a particular Category, specify that Category here.

Salesman

Paste Special Person register, System module

Specify a salesman.

Object

Paste Special Object register, Nominal Ledger

Specify an Object to restrict the report to Invoices featuring that Object. This refers to Objects entered at Invoice level, not those entered for Invoice rows. If you enter a number of Objects separated by commas, only those Invoices featuring all the Objects listed will be shown.

Function

Specify here the level of detail required in the report.

Overview: This choice gives a report with one row per Invoice, showing the Date, Customer, Type and Total.
Detailed: In addition to the information shown above, this option shows the Invoice Address, Due Date, Order Number and Contact. For each row of each Invoice, the Item Code, Name, VAT Code and Sum are shown. You can use this report as an archive file instead of a copy of each Invoice.

Status

Specify here whether approved and unapproved Invoices are to be included in the report.