Hi there - is it possible to run a report showing all customers or sales invoices with a date range so I can see monthly/annual sales by customer or invoices?
Go to the Sales Invoices tab. In the Search field, enter the customer’s name, or even part of it. The search will return all sales invoices for that customer. Or you can create a customer statement under Reports, selecting the Transactions type.
Your question was filled with many “or” options. Describe exactly what you want and someone may be able to give you more specific information.