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Join nowIs there a way to pull a report per invoice? We have some invoices that have over 20 items including materials, markup and tax. I need totals breakdown for each category. I know I can just add it up manually, but hoping to just run a report so I don't need to.
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Yes, you can get that information by running a Transaction Detail Report by Account and filtering by Invoice number.
Reports > Transaction Detail by Account
Tap Customize button (upper right)
in Filter section, click box beside Num
Enter invoice number
Run report
Yes, you can get that information by running a Transaction Detail Report by Account and filtering by Invoice number.
Reports > Transaction Detail by Account
Tap Customize button (upper right)
in Filter section, click box beside Num
Enter invoice number
Run report
THANK YOU!!
Hi @KimMcCPA ,
Thank you for sharing your inputs to help address the issue.
Keep on posting here in the Community! Enjoy the rest of the day!
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