Sales by Customer Detail - Documentation - Count My Bucks

Sales by Customer Detail

Every sale behind a customer's revenue total.

Sales by Customer Detail screenshot

How to use it

Open Reports, then Sales by Customer Detail, and pick a date range.

Configuration

Requires invoiced or sales-receipt activity in the period.

Details

Menu locationReports menu, Sales by Customer Detail.
Who uses itBookkeepers reviewing a customer's full sales history
Prerequisites Invoices

See which plan includes Sales by Customer Detail on pricing, or how Count My Bucks compares to QuickBooks.

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