Orders by Customer Report

This report generates invoices for orders by customer and date range.

Report Parameters

Parameter	Description
Customer (Lastname Firstname Middle if individual)	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.
Order Status	Select either All, Closed, Invoiced, or Open orders.
Message Code	TBD
Donation/Contribution	Select either Yes or No to include the Donation/Contribution field on the invoice.
Include Credit Card Section	Select either Yes or No to include the Credit Card Payment Information section on the invoice.
Include $0 Balance Orders	Select either No or Yes to include $0 balance orders.
Address Type	Select either Oder or Primary for the address type.
Group By	Select to group by either Order Number, Customer Name, or Zip Code.

Report (Invoice) Fields

Field	Description
Report (Invoice) Header	Lists the Date the report was run, report Name, Customer Number, Order Number, Order Date, Purchase Order, 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.
Order Tracking #	Displays the order tracking number associated with the invoice.
Parent Order #	Displays the parent order number associated with the invoice.
Secondary Header	Lists the Customer Name and Address, Customer Number, Order Number, and Order Date.
Item	Lists the item purchased.
Misc Product Notes	Includes any miscellaneous product notes.
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.
Term	Displays any associated term associated with the item ordered.
Subtotal	Lists the subtotal for all items ordered.
Invoice Total	Lists the total amount for the invoice.
Balance Due	Lists the balance due for the invoice.