Installation Company ERP / CRM


How to Run a Sales Invoice Report to Excel

  1. Click the main menu and click ‘Reports’. (To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account)
  2. To run a Sales Invoice Report please find in the middle of the page, left-hand side of the page for retail reports and the left-hand side for trade. Choose the date range you would like the reports to contain and press the button to the side with the x displayed in the icon to the left.

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