Invoice report - Settings tab

Option or Filter

Details

Date Filters and Options

You can specify the date range you want to report on and whether the date range applies to the Invoice Date or the Invoice Creation Date. Select which of the two dates you want to filter on and then modify the Start and End dates as required

Report Options

The Report Options as shown in Figure 2:

Figure 2: The Report Options

The Report Options are detailed below:

Profit Analysis

Check this option to include Profit in the Invoice Report.

Show Detail

Check this option to include a single line for each of the Invoices in the report.

Show Invoice Lines

This option is only available if the Show Detail option above is checked. Check this option to include the Invoice Lines in the details.

Credit Invoices Only

Check this option to include only Credit Invoices in the report.

(Tax 1) Exempt Invoices Only

Check this option to include only Invoice that were processed with Tax 1 exemption.

Show PO Number

Check this option to include the PO Number from the Invoice in the Report.

Hide Zero Total Invoices

Check this option to hide all invoices with a total amount of zero.

Use Small Font on Lines

This option gets highlighted when Show Invoice Lines is ticked.

Invoice  Print Status selection

Select one of the 3 options below:

All Invoices

This option includes all Invoices.

Printed

This option includes Invoices that have been printed.

Not Printed

This option includes Invoices that have not been printed.

Invoices To Examine

This option will report all invoices that are currently or
were that selected invoice type during the
period.

(e.g. You would like to have the report include invoices that
were Layaway invoice types as of their creation date.)

When it comes to layaway invoice types, the Invoice Report will display Layaway sales where the layaway date falls within the specified date
range (regardless if the Layaway has been converted to an
AR)