Hi, Firstly thank you for the option of running sales reports its great but I cant seem to find a way of modifying information I want from a sales invoice report. I have added fields onto an invoice but they don’t show when I generate a sales invoice report. I have looked in custom reports and cant seem to modify the report to include the extra fields that I need, the company I contract to are going electronic and request a particular list of information on the invoice. Can anyone steer me in the right direction.
Cheers & thanks in advance
your topic is somewhat confusing.
what information are you trying to show?
you want to show it on the invoice or on the reports?
If i add & complete new fields to a sales invoice line and then run a sales report my added fields don’t appear on the report. So i was wondering can I adjust sales the report side to involve my extra fields so it shows on the report?
On the report when I open it to Export to Excel this is the only information
Date Transaction # Description Contact Amount Balance Status
I’m hoping that I make sense?
from what i understood, you are trying to export the invoices list and not generating any actual reports under the Reports tab. am i assuming it correct?
custom fields created for forms can be set to show as a column. these will be then visible on the sales invoices list which can be exported.
custom fields created for line items cannot be shown on the invoices list because this field is only related to the particular line item on the invoice and not the whole invoice itself.
if you can be clear about what you are trying to show, then there maybe other solutions too.
why do you want to send your customer the invoices list and not the invoice itself?
if it is a statement they need, then you can generate a customer statement under the Reports tab.