This report shows records of sales per customer and it includes invoices for which payment has not been received. This report also shows sales amount and sales amount with tax. This report will be helpful in identifying the repeat customers.
This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for a specific dates, a month or even a year.
Steps to create the report
- Go to reports
- Click on Sales by customer mentioned in Sales report
- Click on date range choose from the dropdown menu
- Click on generate Report to generate report
- Click on open to open as PDF.
- You can download by pressing on download icon
- You can edit the headers to your need
- See screenshot attached Sales by customer report with data