Turnover (customer account)

Find this screen

Open: Customers > Customer Enquiries > View Customer

  1. Select the customer account.
  2. Select the Turnover tab.

Turnover

This shows the sales transactions for this customer by period.

  • The amounts are the total value of invoices, credit notes, and receipts / payments.
  • The amounts are net values and do not include VAT.
  • Transactions are always included in the turnover figures in the period that the transaction is dated.
  • The receipts and payments amount does not include any settlement discounts due.

Turnover by year

This shows the sales transactions for this customer by year.

  • The amounts are the total value of invoices, credit notes, and receipts / payments.
  • The amounts are net values and do not include VAT.
  • Transactions are always included in the turnover figures in the year that the transaction is dated.
  • The receipts and payments amount does not include any settlement discounts due.