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William_Johnson
Level 1

Generate Report by item

Hello,

Can anybody please tell me how I generate a report by item to show how much paid and how much remaining amount?

1 Comment 1
Ryan_M
Moderator

Generate Report by item

Hi @William_Johnson,

 

Let me share to you the steps on how you can run a report for your product/service sales info.

 

Here's how:

  1. Go to the Reports tab.
  2. Search for Sales by Product/Service Detail.
  3. Set the appropriate date range if needed.

If you need to further customise your reports, take some time to view this article: How to customise reports. This page is where you'll find the steps to create a customised report. It also includes how you print and export them.

 

I'll be around if you need further help. Leave a comment below and I'll be sure to get back to you.