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Invoiced by Month - How can I create this report?

I would like to see a listing of how much we have billed (invoices/sales receipts), with a breakdown of month - or even week. What I want is very similar to the A/R aging report, with the ability to report on specific intervals.

I have tried modifying the aging report to include all sales transactions, not just the 'open' ones, but I am not getting the results I would like because the aging report gives 'open balances' - not the balances before payments. I can 'drill down' and show the balance totals, but that requires creating multiple reports. And, really, I only want the sum total, I don't need the individual customer detail.

I've been equally unsuccessful with modifying the 'profit and loss' comparison report.

What I want is relatively simple. A sum total of what was invoiced per specified period (month/week/etc.)

Can anyone help me generate such a report?

Reply to
L
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You really want a sales report, not an a/r report.

Reply to
Meyer1228

True. But there are no sales reports that report on intervals in a similar fashion as the A/R aging report.

I can do a sales by rep summary (since I don't have sales reps) and grab a current month vs. last period - or even a year to date vs last period, but... damn.. it would be nice to be able to see at one glance how much I bill each month.

What I am asking is a way to get what I want from the software I have - whether it be an imported report, a 3rd party add-on, or whatever.

Reply to
L

Start with a custom transaction report. Under data filters accounts, select "all accounts receivable accounts". Then under transaction type, select invoices & sales orders. This should give you what you need. take out the columns you don't need, rename report & memorize it. N Owen

Reply to
N Owen

Print a profit and loss standard report and disply columns by month.

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Reply to
Allan Martin

Thanks, Allan

Reply to
L

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