Hi, I’ve just created my file in the past few days and trying to work out all the kinks. I’m having difficulty generating a customer report. When I click on Reports > Sales Invoice totals by Customer > enter an appropriate date range > Create. The report is blank, even though I’ve generated 12 Receipts for Customers. I have 131 customers in my database. Probably I’ve set up my Chart of Accounts incorrectly. What’s the easiest fix?
The Sales Invoice Totals by Customer does exactly that - it total the Sales Invoices by Customer.
You not entered any Sales Invoices - the Sales Invoice tab shows 0 entries
Receipts are not Sales Invoices
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Your chart of accounts does not appear to be an issue right now.
What are you wanting? If your wanting a statement of transactions made between you and the customer then go to: Reports > Customer Statements (Transactions) then you can create statements.
I wasn’t an accounting major, but AI tells me that an Invoice is a request for payment….I don’t do that. People pay me, so I use receipts.
Okay, I am trying this, but still no luck. I click on Reports/Customer Statements (Transactions)/set Period. I choose the month of July, I click on “Update” and then it brings me back to the Set Period window. No transactions.
The Customer reports only work on credit sales ie Sales Invoices & Credit Notes not cash sales posted using Receipts
You could try using the advance query on the Receipts to get whatever report you are looking for
Or, enter a Sales Invoice as well as a receipt
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Advance Query…then search by Customer. That’s it!