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How to view and export a sales statement

Find out how to obtain a list of all issued sales documents, such as invoices, credit notes or debit notes.

Follow these steps:

1. Go to the Reports & Lists menu, click on Sales, and select Sales statement.

2. On this page, you will find a list of all issued documents. At the top, there is a Summary section where you can view consolidated information for all documents.

3. The list includes several columns such as date, customer, gross total and more. You can customise the visible columns by clicking the columns icon (located at the top right of the list).

4. Use the Export button to choose between exporting the file in PDF or XLS format.

5. Use the Filters button to filter the list by:

• Issue date;
• Customers;
• Salespeople;
• Document series;
• Payment methods;
• Payment status;
• Geographical area.

6. Click the Apply filters button to update the list.