Sales Invoice Tracking Report window
The Invoice Tracking Report provides the ability to quickly identify missing invoice/receipt numbers for a specified invoice/receipt and date range.
Include
Use the check boxes to specify the type(s) of transactions to include in the report based on where they were entered. The default for these check boxes is checked.
Orders
Select this check box to include transaction information entered in the Sales Order Entry window.
Register Sales
Select this check box to include transaction information entered in the Sales POS Register window.
Job Cost
Select this check box to include transactions entered in the Sales Order Entry window from Job Cost.
Sort By
Use this drop-down list to specify the sorting method for the report. Your choices are Module and Invoice Number.
• Module: if you select this option, the report will be primarily sorted by module, and then by invoice number within the module.
• Invoice Number: if you select this option, the report will be sorted by invoice number only, regardless of the module from which the transaction was posted.
Start and End Ranges: Order Invoice Number, Register Receipt Number, and Date
These boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. The default for the Start boxes is Start, and the default for the End boxes is End. These settings will include all items that meet the remaining criteria in the window.
The default for the
Start Date is the first day of your
fiscal calendar, and the default for the
End Date is the current system date.
Print only missing invoice/receipt numbers
Select this check box to print only missing invoice or receipt numbers. If the check box is unchecked, all invoices within the number and date range specified will be printed, and missing invoice numbers will be flagged with an asterisk (*). The default for this check box is unchecked.
Date Range
From the drop-down, select a
predefined period to run the report for.
Related Topics
Published date: 11/22/2021