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Kashflow Invoices Per Customer

Trying to list all Sales Invoices for all Customers by Customer

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Ran Income Report- Invoice Lists for all Customers for a 4 month range- got an error message (that was confirmed by Support Desk) as limiting Invoices on a report or download to 10 invoices at a time.

Does anyone know how to get the information out or is it easier to go back to lovely desktop software?

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By Duggimon
11th May 2017 10:50

Are you sure that's the report you want? That shows you all the invoices in full, like a pdf with one invoice per page.

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By Duggimon
11th May 2017 10:52

If you want a spreadsheet with one line per sale then try Income Reports - Sales History. That will work for you if they're all posted to the same sales code.

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By mjshort
11th May 2017 11:52

Thanks
We use about 8 Sales codes. So if I need to do 8 reports at least I can get the information.
its not very good though is it?

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Replying to mjshort:
By Duggimon
11th May 2017 15:03

I love a lot about Kashflow but there's definitely some shortcomings, the major one is trying to get decent reports out of it, it can be an absolute chore.

I should also add that I'm no expert, there may well be a better report for the information you're trying to get, I only know that there's a better way than printing all the invoices ten at a time!

edit: I just logged in for a quick look and general reports -> activity report might give you everything you need in one or at least give you a spreadsheet from which it will be quick to strip out the extraneous stuff.

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By mjshort
11th May 2017 16:37

Thanks

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