View Invoices by Type

Invoice information can be filtered and grouped by the invoice Sale type from the Invoice Log (previously called Sales Transactions). Choose to print in a report format, individual invoices, or the corresponding mailing labels.

1. From the Business Tools menu, click Invoice Log (or from the Reports - Tools group on the main toolbar, click  Invoices).
2. From the toolbar, select the Invoices by Type view.
3. If desired, drill down the list further by using any of the available sidebar filters such as Date Range, Invoice Type, Discount Type, Name, or Has Non-recovered Tax.
4. To print individual invoices*, first select the checkbox (or checkbox column header to select all), otherwise to print as a tabular report, click  then choose Print.
5. When finished, to remove any filters set, click .

* The Deliveries view will not print individual invoices but instead allow you to select the deliveries to be made and printed in a report format.

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Additional Information:

• To add additional fields to the view, click  and 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 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 import a view, click   then select Load View.
• Wrapping Up Year-End for Tax Purposes