Invoice by Customer Report

This report runs invoices by customer and date range.

Report Parameters

Parameter	Description
Customer	Enter the customer name for the report. Enter % to run a report with all available names for the supplied parameters.
Begin Date	Enter a date, or select a date from the drop down calendar, for the report.
End Date	Enter a date, or select a date from the drop down calendar, for the report.
Message Code	TBD
Include Closed Invoices?	Select either No or Yes to include closed invoices in the report.
Include $0 Balance Invoices?	Select either No or Yes to include $0 balance invoices in the report.
Donation/Contribution	Select either No or Yes to include the Donation/Contribution field on the invoice.
Include Credit Card Section	Select either No or Yes to include the Credit Card Payment Information section on the invoice.
Address Type	Select Invoice or Primary.
Group By	Select either Invoice Code, Customer Name, or Zip Code.
Include Run Date?	Check the box to include the run date of the invoice.
Include Cancelled Invoices?	Check the box to include cancelled invoices in the report.
Include Org Primary Contact?	Check the box to include the primary contact name for customers that are organizations.

Report (Invoice) Fields

Field	Description
Report (Invoice) Header	Lists the Date the report was run, report Name, Customer ID, Invoice Number, Invoice Date, Customer Name and Address, and Payee Name, Address, and Contact information.
Credit Card Payment Information	If a selected parameter, displays the fields for Credit Card Number, Card Type, CVV#, Name On Card, and Expiration Date.
Balance Due	Displays the balance due.
Donation/Contribution	If a selected parameter, displays the field for an additional donation or contribution.
Total Payment Amount	Provides a field for the customer to enter a total amount paid.
Secondary Header	Lists the Customer Name and Address, Customer ID, Invoice Number, and Invoice Date.
Item	Lists the item purchased.
Misc. Product Notes	Lists any notes about the product.
Unit Price	Lists the item unit price.
Quantity	Lists the quantity of items ordered.
Amount	Lists the total amount for the number of items ordered.
Subtotal	Lists the subtotal for all items ordered.
Discounts	Any discounts applied towards the invoice amount.
Invoice Total	Lists the total amount for the invoice.
Amount Paid	Amount paid towards the invoice.
Balance Due	Lists the balance due for the invoice.
Last Payment On This Invoice	Lists the payment type and date for the last payment made.