Invoice report - Advanced tab

Topic overview

The Invoice report - Advanced tab provides a number of additional options and filters to further refine the invoices included in your report. The Advanced tab is shown in Figure 1.

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Figure 1: The Advanced tab

You can select Customer options and Salesman options on the Advanced tab. These options are in conjunction with any options or filters selected on the Settings tab.

The Customers belong to salespersons check box works in conjunction with the Salesman selection. If the check box is checked, then only invoices for customers that are assigned to the selected salesman are included in the report.

Item

Description

Only include invoices for customers in: Stat/Prov and Country
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Filter the invoice results by the customer's state.

Only enabled when List Invoices of all Customers (or Lookup Words) is selected.

 

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