Use the Sales Day Book report to view different sales transactions for each customer in one report. The report shows an overview of each transaction, including transaction type and amounts. View this for a specific date range for all transactions or different transaction types.
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Resolution
To run the report
Go to Reports, then select Sales Day Book.
Enter the customer’s name in the search box. You can also search by invoice number, credit number, reference, or value. Enter a negative amount for credit notes.
From the Period drop-down menu, select a predefined period or choose Custom to enter From and To dates.
(Optional) Select More, then choose a transaction type in the Type field.
Select a transaction to view its details.
Select Detailed to view all transactions, or Summary to return to the summary view. Use Back to return to the report.
Select Calculate.
Select Export, then choose CSV or PDF to save or print the report.
NOTE:
New in September 2026: The summary versions of the Sales Day Book reports show disputed and overdue invoice statuses
Download the report
The report automatically downloads. When it's ready, a message appears on your menu bar. The download time depends on the amount of data. Continue working while the report downloads.
Access the downloaded report
After the report downloads, select it from the menu bar. Depending on your export choice:
CSV
The file automatically downloads to your Downloads folder or prompts you to save the file. Browse to where you want to save the file and click Save.
PDF
The PDF opens in a new window or tab. Open your web browser's File menu, then choose to print or save the report.