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Select Accounts Receivable Reports menu > Invoice History Report.

This task is available only if Yes or Summary is selected in the Retain in Detail field in Accounts Receivable Options.

Use Invoice History Report to obtain a detailed listing of invoice information recorded using Invoice Data Entry. If the Sales Order or Job Cost module is integrated with Accounts Receivable, you can also access invoice history information for invoices entered through those modules.

You can enter a selection of invoice numbers, customer numbers and names, salespersons, ship-to states, bill-to states, customer purchase orders, sales order numbers, invoice dates to print, and user-defined fields (UDFs) to print. The customer number and name, billing address, ship-to address, and invoice total appear for each invoice. Line item detail information can also be provided for each invoice.

If the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, the bill-to customer information can be included on the report.

If the Purchase Order module is set up, the purchase order number and purchase order required date can be included on the report.

If the Job Cost module is integrated with Accounts Receivable, you can print job number and retention balance information for job-related invoices. If the Job Cost module is integrated with Sales Order, you can print the job number, retention amount, cost code, and cost type for invoices updated from the Sales Order module.

Line item detail information for time and material invoices processed through the Job Cost module is summarized as a single line on this report.

If the Customer Relationship Management module is set up, the Sage CRM user, company, opportunity, and person information prints for invoices created from Sage CRM orders if the fields are added to the form using the SAP Crystal Reports software.

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