View Sales Totals for a Specific Date Range

From the Invoice Log, you can view invoice information for a specific date range and additional filtering (typically used for quarterly tax information). You can print in report format, individual invoices, or the corresponding mailing labels.

1. From the main toolbar, select  Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).
2. From the View Options drop-down, select Import.
3. Select Invoice Summary by Type, then click  OK .
4. From the Filter sidebar, under the Date Range field, select one of the quick date options or choose Custom to enter a custom date.
5. If desired, you can drill down the list further by using any of the other available sidebar filters, such as Invoice Type, Discount Type, Name, or Has Non-recovered Tax.
6. To print individual invoices, first select the checkbox (or checkbox column header to select all); otherwise, to print as a tabular report, click Print, then choose View.
7. When finished, to remove any filters set, click .

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Additional Information:

• You only need to import the view once. To access the view in the future, select it from the drop-down, or if no longer needed, click  View Options, then select Delete.
• To add additional fields to the view, select  Column Chooser. Drag and drop desired fields onto the current view.
• To hide any columns, right-click on the column header and select Hide This Column. To reset back to the default, from the View Options drop-down, select Reset.
• To sort by a specific column, click on the column header to be sorted by.
• To filter by a specific column, hover over the column header. Click on  and choose your filter criteria. To clear any filters set, click  Clear Filters.
• To import a view, from the View Options drop-down, select Import. Alternatively, to delete the view shown, select Delete instead.