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Level 1

Invoice & Sales report

I want to create a report that will show me my invoice total and sales order total for the year.  The total will be different.  Some order will have handling and shipping fees added to the invoice.  

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Best answer December 10, 2018

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Highlighted
Level 15

Invoice & Sales report

You can run a Sales Report, such as Summary by Customer, or as Detail. Then, you filter on Transaction type = Sales Order, to see only SO. Or, filter on Posting Status = Either, to see all invoices, sales receipts, credit memos, sales orders and estimates. A summary report will make no sense, of course, because the SO and the invoices would be overlapping the same info (order and sale).

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Highlighted
Level 15

Invoice & Sales report

You can run a Sales Report, such as Summary by Customer, or as Detail. Then, you filter on Transaction type = Sales Order, to see only SO. Or, filter on Posting Status = Either, to see all invoices, sales receipts, credit memos, sales orders and estimates. A summary report will make no sense, of course, because the SO and the invoices would be overlapping the same info (order and sale).

View solution in original post

Highlighted
Level 1

Invoice & Sales report

This report provides item by item.   I also want a report which shows Invoice LIST: name & Grand Total only.  Thank you :-)
Highlighted
Level 15

Invoice & Sales report

Which report is "this report?" I recommend a Few. Did you run Sales by Customer Detail? Did you run Customer Transaction report, filter on Transaction Type = Sales? Did you run a Quick Report on your AR, for Transaction Type = AR? No one can help you specifically, because we don't know how you use QB and you commented in a topic that was not started by you, so there is no Specific info. Please start your own topic, and make sure to select which QB Product you are using, and give your question some specific details, and then you are more likely to get Specific Help. Thanks.
Highlighted
Level 2

Invoice & Sales report

Hi corey,

Let me help you with this.

Right now, you can only pull up Custom Transaction Detail Report and customize it to show all the total amount of the Invoices or Sales order separately. There is no particular report that will show you both the invoices and sales order in one place.

Here's how to customize the report to show the total amount of invoices:

  1. Click Reports at the top menu bar.
  2. Select Custom Reports and select Transaction Detail.
  3. Click Customize Report at the top left of the report.
  4. Click the Filters tab and under the Filter box select Transaction Type.
  5. Under Transaction Type, select Invoice (screenshot attached).
  6. Hit OK.

You can follow the same steps in pulling up Sales Order total but after you select Sales Order under the Transaction Type, you have to select Posting Status under the Filter box and choose Non-posting (screenshot attached). 

Please let me know if you have other concerns. Take care, corey!

Highlighted
Level 2

Invoice & Sales report

Is there a way to get the invoice totals without seeing the line items?

Thanks,

Highlighted
QuickBooks Team

Invoice & Sales report

Yes, there is, AlabamaPamela. Just remove the Item column. 

 

Let me show you how: 

  1. Go to Reports and select Custom Reports
  2. Select Transaction Detail
  3. In the Search column field, type Item and then uncheck it. 
  4. Click OK

 

You can also refer to the customize reports article that'll help you pull up the report you need. 

 

Keep me posted if there's anything else that I can help you with. 

Highlighted
Level 2

Invoice & Sales report

Thank you -  I looked there to begin with and just missed it.

I appreciate it.

Highlighted
QuickBooks Team

Invoice & Sales report

Thanks for taking the time to follow up with us, @AlabamaPamela.

 

It's great to know that you found the information helpful and were able to utilize the option for your reporting. 

 

The Community is always here for you, so please let us know if we can be of further assistance. Cheering you to a wonderful weekend ahead!

Highlighted
Level 1

Invoice & Sales report

This doesn't seem to work for me.  I want just a list of all my invoices (with the total of each invoice) plus a grand total of all the invoices for one customer.  The summary report just gives me the grand total (too little detail) and the detail report gives me each line item of each invoice (way too much detail).  Unchecking the 'items' in customizing the report does nothing to remove all the detail of each invoice.  This should be simple:  a summary of all the invoices with a grand total at the bottom.  How do I do this? 

Highlighted
QuickBooks Team

Invoice & Sales report

Thanks for being detailed about your concern, @LawrenceR.


Based on the scenario, let’s open the Sales by Customer Detail Report and customize it according to your preference. Here’s how:

 

  1. Go to the Reports menu at the top to choose Sales and Sales by Customer Detail.
  2. Tap the Dates drop-down and pick All.
  3. Press the Customize Report menu to open the Modify Report window.
  4. Navigate to the Display tab and scroll down to the Columns section.
  5. From the list, select Type, Name, and Amount.
  6. Click the Filters tab and enter Transaction Type in the field box to choose Invoice.
  7. Type in Posting Status in the search field and mark the radio button for Either.
  8. Click OK to view the changes.
  9. Hit the Sort By drop-down and pick Name.
  10. Press Refresh for the changes to take effect.sctdt.png sctdt.1.png sctdt.2.png sctdt.3.png

Let me share an article that covers all details on how to tailor the data on the report. It includes information about the Display, Filters, Header/Footer, Fonts & Numbers tabs: Customize reports in QuickBooks Desktop.


You can always visit the Community if you have any concerns about the product. Please know I’m here to assist further. Have a good one.

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