Customer Invoice History
Customer Invoice History
The Customer Invoice History report can be used to produce a list of the products and services which one or more customers have purchased within a specified date range.
To access this report select Reports > Sales > Customer History from the main menu or click the Reports button in the Sales section and select Customer Invoice History from the menu.
Summary or Detailed History Report
The option you select here will produce significantly different reports. The Summary report will display all of the products and services purchased by each customer and give the total quantity purchased of each one for the period specified. The Detailed report on the other hand will list every instance that the customer has purchased each product or service.
Customer Range
Select the range of customers you want to include transactions for. The customer range settings are always defaulted to the first and last customer references so that all customers will be included. Use the magnifying glass button on each box to find the customer you want. If you want to produce a report for just one customer then enter the relevant supplier's reference into both the From and To boxes.
Stock Item / Product Range
Select the range of stock items / products that you want to include in the report. The settings are defaulted to the first and last stock / product codes so that all items / products are included by default. Click the magnifying glass button in each box or enter a full or partial code to locate the item / product you want for each setting.
Include Free-Text Invoice Lines
Tick this checkbox if you want to include invoice free-text lines in the report as well as stock items / products. Untick this box if you only want to include stock items / products.
Date Range
Select the range of dates that you want to include transactions for in the list. The Date From box defaults to the Start Date For Report Range setting in Company Preferences. The Date To box will always default to today's date (or the date you sign-in to the software with). All transactions dated outside this date range will be excluded from the report. Use the drop-down buttons at the side of the date boxes or press Alt+DownArrow on your keyboard to select a date from a pop-up calendar.
Click the Print button to produce the Customer Invoice History report. By default this will show an on-screen preview for you to view the report and you can print it from the Preview window. If you prefer that the software send reports directly to the printer when selecting a Print option then you will need to change the Preview All Reports Before Printing setting in the Reports & Documents page in Company Preferences. See Company Preferences for more information.
Click the Email button to send an email to a specified recipient with a PDF document of the report attached to it. Once the report is produced you will be given an email window to enter the recipient's email address and the message you want to send with the report. See the Sending Emails page for more information.
Click the PDF button to export a PDF document of the report. Once the report is produced you will be given an export window which enables you to make settings about how you want the PDF document exported and whether you want to open it after it has been exported. You can then select where you want to save it and to save it under a specific file name. See the Exporting PDF Documents for more information.