Hi,
How can I get a report (or ideally export) showing invoice line detail by invoice by customer? Custom reports does not show the fields I require.
Thanks in advance.
The closest you will get are the sales invoice reports: Manager Cloud. But you won’t get line item detail for things that are not inventory items. And detail on inventory items is not going to be broken down by customer directly on the report, although you can drill down, then export. The problem is users can always think of a way they want to slice and dice data to analyze. No program can anticipate every possibility.
Thanks Tut. Most of my transactions are non-inventory items (memberships etc). Is there a way to export all of the sales invoice line data or to access the data with SQLite or similar?
There is no way to export line item data from invoices. How this could be accessed from the database is beyond my knowledge.