Customer Invoice History screen

Use the Customer Invoice History screen to create a report of customer invoices posted within a specified date range. Invoices are shown based on the general ledger posting date, not the invoice date. Transactions created from the Enter Contract Initial Balances screen are not included in the report. You can print or save this report.

The report has a summary version and a detailed version. The summary report shows one line per invoice in a portrait layout. The detailed report groups and subtotals transactions by invoice. It shows one line per posting date and transaction type in a landscape layout. Transaction types include invoice entry, invoice adjustment, receipt, and void receipt.

For more information on running this report, see Run and Print Reports.

Note: Because the summary and detail reports use different page layouts, use the Select Format criteria field to select whether to create the summary or detail version of the report.

To open the Customer Invoice History screen, click Customers > Reports > Customer Invoice History in the All Tasks pane.

You can control the output of the Customer Invoice History report by entering details in one or more of the following fields on the Options tab:

  • Select Format - Select Summary Customer Invoice History to show a summary report with one line per invoice. Select Detailed Customer Invoice History to show a detailed report with one line per posting date and transaction type. If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to be used for this report.
  • Report From Date - Enter the start date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
  • Report Through Date - Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Customer - Click to select one or more customers for the report. If no customers are selected, all customers appear in the report.
  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.
  • Sort By - Select Customer to sort the report by customers. Select Profit Center to sort the report by profit centers.
    Tip: You can use the Modify Reports screen to customize the format and layout of this report.