About the Monthly Customer Invoice Report

Note: This report shows only invoices with a pay code of 2 (charge) or 5 (credit return).

The Monthly Customer Invoice Report is designed for the customer's use rather than the dealer's. It prints an itemized list of each customer's purchase in a given month by invoice, which allows the customer to track monthly purchases. However, it does not include cost or profit margin information. Corporate customers with multiple departments may find this report particularly useful, because it provides a quick and easy way to keep track of purchases made by each department. The report sorts by customer name, customer department, and invoice number. Information for each customer begins on a new page.

This report contains the following information:

Invoice Number
Invoice Date
Item Number
Company
Manufacturer's Prefix
Description
Customer Purchase Order Number
Selling Price
Current List Price
Quantity Sold
Extended Selling Price

This report also includes the extended total for all items purchased during the month, as well as a recap report that prints for each customer before the next customer's information prints.

Note: You can print this report in both the standard and the custom format. To print the standard format, access the text-based (UR) Sales Reports screen. Access the (U) Sales Selectors screen to print the custom format.