Obtain sales information for a specific time period (former report Invoice Summary by Type). Typically used for quarterly tax information.
- From the Shortcuts form, click Sales Transactions (or from the Business Tools menu, select Sales Transactions).
- From the sales transactions list tool bar, click , then select Load View.
- From the Views section, select Invoice Summary by Type, then click OK.
- Enter the applicable date range from the filter side bar.
- To print click the and choose Print or Preview.
In the future, to gain access to the view without having to go through steps 2 and 3; select Invoice Summary by Type from the View drop down.