Open Reports and the Sales tab: Receivables Summary (what each customer owes, by age), Customer history (a customer's invoices and journals), Invoices List, Payments History and more. Each opens with its filters; Export saves to Excel.
1. Open the Sales tab
Open Reports and choose Sales.
- Receivables Summary - total owing per customer, split by days overdue.
- Receivables - details - every outstanding invoice at a date.
- Customer history - a customer's invoices and journals.
- Invoices List and Invoice Line Details List - invoices, or their lines, for a period.
- Payments History - payments received.
- Invoices from Timesheet - invoices with timesheet entries attached.
- Recurring Invoices and Recurring Projects - what is set to repeat.
- List of sent e-mails - emails Exacc sent for you.
2. Run and export
Click a report, set its filters and Apply filters. Export › Export to Excel downloads it.
Sales by customer
There is no sales-by-customer total report yet. Use Invoices List for a period and sort or total it by customer in Excel.
Related guides
- See who owes you (receivables)
- Find, edit, copy or delete invoices
- Filter a report
- Export a report to Excel or PDF
Checked against Exacc on 9 October 2026. Machine-readable version