The Customer record Sales tab

Solution Properties

Solution ID:

201121170430683

Last Modified Date:

Mon Aug 17 13:04:30 UTC 2026

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

The Customer record Sales tab

Description

The Sales tab gives you an overview of the trading between you and your customer, including turnover and monthly sales information.

Cause

Resolution

Access a customer record

On the navigation bar, go to Customers, then select New or double-click the required customer record.

Customer record Sales tab

First Invoice	The date of the first invoice or sales order you create for the customer in the current financial year. This field is read-only.
Last Invoice	The date of the most recent invoice or sales order you create for the customer in the current financial year. This field is read-only.
Last Receipt	The date of the most recent payment received from your customer in the current financial year. This field is read-only.
Last Payment	The date of the last refund you made to the customer for the current financial year. This field is read-only.
M.T.D	This is the month to date figure and is the amount the customer has spent with you, excluding VAT. It updates as you create transactions for the customer. The software doesn't use his in credit control processes, such as debt chasing. You can change this. The year end process sets this value to zero for the new year. If you run a month end process, you can choose to have this value set to zero for the new month.
Y.T.D	This is the year to date figure and is the amount the customer has spent with you so far this year, excluding VAT. IIt updates as you create transactions for the customer. The software doesn't use his in credit control processes, such as debt chasing. You can change this. The year end process sets this value to zero in the new year.
Prior Y.T.D	The amount your customer spent with you for the previous year, excluding VAT.

Monthly values

All of these values are read-only. The software updates these balances when you record a transaction for this customer.

Month	Displays a set of standard labels used to indicate different periods analysed on the account: B/F - The balance on the account brought forward from the previous year The 12 months of the current financial year Future - The value of transactions recorded for the next financial year
Invoices	The value of sales recorded for the customer invoice and sales orders.
Credits	The value of refunds made to the customer.
Sales Balance	The value of profitable sales for the month. The invoice value minus any credited values.
Receipts	The balance of money received from your customers from invoices and sales orders.
Payments	The value of refunds you have made to your customer.

View details of the monthly transactions

To view the transactions that make up the total, double-click a value in the table.

No	Displays the number of the transaction. If the box on the left-hand side is selected, a number of individual transactions make up this transaction. To view all of these transactions, select the checkbox. If you choose to look at all the transactions, to go back to the original view, click Tidy List.
Type	The type of transaction. For example, an SI is a sales invoice.
Date	The date you gave the transaction when you posted it.
Ref	The transaction reference number you entered when you posted the transaction.
Ex Ref	This is the extra reference entered when you posted the transaction. This only appears if you have drilled-down to an individual transaction.
Details	This is any additional information that you entered when you created the transaction.
Project Ref	If a transaction is associated with a project, the corresponding project reference shows. This appears if you have drilled-down to an individual transaction.
Amount	This displays the transaction amount.
O/S	This displays any amount that is outstanding on the transaction. A 'p' to the right of this value indicates that this is a part-paid transaction. A '*' indicates that the transaction is fully outstanding.
Debit	If the transaction is a debit amount, the amount appears.
Credit	If the transaction is a credit amount, the amount appears.

[BCB:366:UKI - training sales:ECB]

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