Sales by Customer Detail

1. To navigate to the Sales by Customer Detail report user will navigate to the left side of the screen and on the menu choose "Reports" located at the bottom of the selection menu. 

2. After clicking on the Report button a following screen will appear with all of the reports available through our system:

To find Sales by Customer Detail report user can use the search bar on the top left of the page and simply type in the name of the report.

3. After locating the report the following screen will appear:

4. This is where user will see all of the Invoices shown by each of the Customer he has in the "Customers" section of the system.

1. Customer name is located on the left side of the screeen, the report is devided per Customer information.

b.  First column is showing the Invoice ID related to the Customer that the user is viewing at any moment

c. Second column is showing the Referance Number assosicated with that Invoice ID

d. Agin column is showing the Aging of the Invoice (depending on the number of days the invoice was paid.)

e. Sent date is shownig the date the invoice was sent out to the Customer

f. Paid Date column is showing the date when an Invoice was marked Paid.
Note: The invoice that is not yet paid will show "-" sign.

g. Amount collumn isshowing the Amount of that Invoice in the same line with the next collumn Balance.
Balance is any outstanding payment that is pending and has not yet been paid.

5. User is able to use the custom date or spans which will yield results only for the user selected date range.

6. User is able to search the Report by particular Customer by clicking on the "Select Customer.." field