Invoice List by Customer and Volume
This option prepares a customer-sorted list of invoices from the selected period, grouped by customers or customer groups.
There are three different options:
- Invoice detail: This shows a list detailing the existing invoices for each customer (this option overrides the next two).
- For sales volume: any volume: This shows a list with the total invoices for each customer.
- For sales volume: customers with transactions above: This shows a list of customers with a sales volume during the period above the amount indicated.
For instance, this list type can be used to prepare the yearly tax report in a country like Spain for transactions above 3000 euros.
Enter the selection parameters from the list.
Remember that in fields that select file data, you may press the F4 key or the Find button to access the search screen that lets you select file data.
Once the parameters are completed, press the List button.
A list preview will be displayed on the screen along with zoom and scrolling options by list page.
You can print the entire list on your system's default printer or print by selecting the pages and the printer where you want to send the list.
The Save as PDF and RTF button lets you save the list in PDF format (which cannot be changed) and RTF format (which can be changed in a text editor).