Statements & reports
Client statements, the monthly client sales report and sales by sales code
The Reporting group in the Invoices sidebar holds Statements, Client sales and Sales by sales code.
Statements
A statement is everything on a client's account over a period: invoices, payments, credit notes, refunds and write-offs, with a running balance. Pick the client and the period. The statement opens on the Opening balance, and each line folds its type into the Description, beside the Reference, Debit, Credit and Balance.
Preview, print or download it as a PDF. Lines from archived years load when the period reaches them.
Monthly client sales
Client sales shows each client's net sales, excluding VAT, month by month. Choose 3 months, 6 months or 12 months. The month before the period is added as a comparative, so 12 months shows 13 columns; the Average covers the period only.
- Search by client code or name, and filter by client category and sales code.
- Hide clients with no sales is a toggle.
- Choose columns adds or removes the client's Code, Sales code, Price list, Outstanding, On order and Average.
- Sort by any column. The client and info columns stay put while the months scroll.
- Click a client to open their page.
Totals run across the whole list, not just what's on screen. Export it with Preview, Export CSV or Export PDF; the PDF prints the code, sales code and average rather than every client detail, so all the months fit.
Sales by sales code
Quotes sent and won, and what was invoiced less credit notes, excluding VAT, per sales code (your sales reps). Tick By client to split each sales code by client. Pick the period, and export it with Preview, Export CSV or Export PDF.
Sales codes are set up in Invoices settings; see Settings.
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