If i want to get the overall sales figure for a given month [not money owed] how do i do it please.Also sales per customer as above please

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If i want to get the overall sales figure for a given month [not money owed] how do i do it please.Also sales per customer as above please

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Peter Connor ⋅ Staff June 19, 2016
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You’ll find a full set of reports in ‘Accountant & Reports’, in the top right.

#answer-3513
  1. Peter Connor June 19, 2016
    If you click on the clients nam you'll see everything relevant to that client.
  2. clintonsk June 19, 2016
    And for a grand total for all clients in a given month
  3. Peter Connor June 19, 2016
    You'll get that from the management reports. Total sales. From there you can drill down.
  4. clintonsk June 19, 2016
    Ok il check to see what management repors there are.it looks to me the only way you can get sales per customer is from there account statement by putting in the dates
  5. Peter Connor June 19, 2016
    Yep.
  6. clintonsk June 19, 2016
    As regards total sales per montth it seems the only figure is what is owed for the current month previous month etc.the current month is the most accurate but not 100 per cent as some money could have been paid on account....unlikely but possible.
  7. clintonsk June 19, 2016
    In other words you have to use the master statement which has all the debtors on it
  8. clintonsk June 19, 2016
    Debtors does not actually mean sales.So i am not sure how you get a 100 percent accurate overall sales per month figure
  9. Peter Connor June 19, 2016
    The P&L report will give you a total sales figure for the given dates. Note that you should have recorded credit notes for up-front/deposit payment on sales that have not yet generated invoices - this keeps the P&L sales report in sync. is there a particular scenario where you're not seeing the figures you expect?
  10. clintonsk June 19, 2016
    Ok thanks.I will input the various months sales into the P/L report,see what happens.
    I never get an upfront payment so a credit would not arise but i take the point..I do get C.O.D occasionally which is recorded obviously as paid into the relevant account.All cheque payments are entered into the relevant account as they come in.

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