Report Manager Accounts Receivable Reports
The Sales by Salesperson Report prints Invoices and Credit Memos for the Salesperson assigned to the Invoice or Credit Memo which meet the criteria of the options selected. The amounts on this report include sales tax. Once the desired options have been selected, press the OK button to display the report in print preview mode.
Report Selections
Date Range - This option will default to the Current Accounting Period. If a different Accounting Period or specific Date range is desired, select either the Accounting Period option or Dates option. Once an option is selected, the User must select an Accounting Period range or Date range.
Show Detail - The default is to print all invoice types. The User may select one or multiple invoice types to be included on the report.
Block Layout - Selecting this option will display the information in a format that is easily sorted if the report is exported to an Excel format.
Report20