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A report of the invoiced status of Sales Orders

These reports show you which Sales Orders have been invoiced in full or partially invoiced, or all Sales Orders regardless of invoice status.

Solution description

For fully invoiced Sales Orders:

  1. From the Reports menu, click Custom Reports > Transaction Detail.
  2. On the Display tab, click the Sort By drop down and select Name.
  3. Under Dates, select the appropriate time frame.
  4. The report can be further customized by selecting or deselecting Columns as desired.
  5. Click the Filter tab and from the Filter list,
    1. Click Paid Status then select Closed.
    2. Click Posting Status then select Non-Posting.
  6. You now have a report that lists Sales Orders that have been Invoiced.
  7. Memorize the report by clicking the Memorize Button. Assign an appropriate name and group.

For Open or partially invoiced Sales Orders:

  1. From the Reports menu, click Sales > Open Sales Order by Customer Report.

For list of all Sales Orders regardless of status:

  1. From the Reports menu, click Custom Reports > Transaction Detail.
  2. On the Display tab, click the  Sort By drop down menu and select Name.
  3. Under Dates, select the appropriate time frame.
  4. Add Paid Status by checking it on the Columns menu.
  5. The report can be further customized by selecting or deselecting Columns as desired.
  6. Click the Filter tab and from the Filter list,
    1. Click Paid Status then select Closed.
    2. Click Posting Status then select Non-Posting.
  7. You now have a report that lists Sales Orders regardless of their invoiced status.
  8. Memorize the report by clicking on the Memorize Button. Assign an appropriate name and group.
KB ID# HOW13025
12/7/2016 6:03:48 PM
QYPPRDQBKSWS05 9138 Pro 2017 e07040