The Invoice Register Report displays a detailed list of all AR customer invoices (Administration > Reports > Sales > Orders and Invoices > Invoice Register).
You can filter the report by date, store, employee, interest, customer, and invoice total.
Example of Use
You can use this report to display a list of all Bill Me Later POS sales. This report will give you a detailed list of all AR Customer Invoices, including Bill Me Later transactions.
Step 1: Go to Administration > Reports > Sales > Orders and Invoices > Invoice Register.
Step 2: Enter a specific date range on the Dates tab.
Step 3: Select the Sales box in the Transaction Types section on the Dates tab.
Step 4: Select the Open box in the Invoice Status section on the Dates tab.
Step 5: Select POS-BillMe on the Sources tab.Step 6: Click Create Report to generate the report.
- The report shows the customer, balance of the invoice, and invoice number. You can click on the invoice number to open the invoice and print it if needed.
- Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.- Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
- You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
- Source: You can see the source of an invoice using the Invoices tab on the Customer screen.
Security Permissions Required
|Admin-Reports||Can Access Reports Tree Branch|
|Can Access Reports - Sales|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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