Web Dashboard: Invoice Item Detail Report

Use the Invoice Item Detail Report to find any invoices that have a specific item on them.

In this example, we are going to search for any invoices from last year where we sold Battlax S22 tires.

 

STEP 1:  Click on Reports on the left navigation.

 

STEP 2:  Mouse over Item Reports and select Invoice Item Detail Report.

 

STEP 3:  The default date range is the current calendar year.  Click on the date range to change it.  

 

STEP 4:  Use the shortcuts on the left navigation to change the date range to Last Year (or whatever you want your date range to be).

 

STEP 5:  Put your search criteria in the search box and click on the search icon.  You can search by:

• Item code

• Item name - partial name is fine

• Item description - if you put the VIN number, for example, in the item description, you can put add the VIN number as part of the search criteria to see how many times you've worked on that vehicle.

 

STEP 6:  Any invoices that meet your search criteria are displayed.