Sales Transaction Report

This report can be used to look up individual transactions. You can filter by customers, accounts and many other options.

Options

Open

The options screen is where you select the main options and filters for your report.

Report Range

Select either the date range, invoice number range or an online invoice number.

Filter Customers or Accounts

Select either to report on all people or to select individual people. You can do the same for accounts if you are looking for a specific account transaction.

Other Filters

There are many filters available for this report. Select filters applicable to your needs and then click

Report Page

The top half of the report shows the list of transactions for the selected period, with customer name and other details. Highlighting any sale in the row will give details of the transaction in the bottom half of the screen.

As with many of the newer reports you can sort any column by clicking on the column header. You can also reorder the columns by clicking and dragging the column to the right or left.