{"schema":"exacc.help.page/1","url":"https://exacc.au/help/sales-reports/","title":"Sales and customer reports","description":"Reports on your sales: what each customer owes, customer history, invoice and payment lists, and invoices made from timesheets.","category":"Reports","summary":"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.","lastVerified":"2026-10-09","apps":["app"],"processIds":["all_reports"],"start":{"label":"Open the Sales reports","url":"https://app.exacc.au/{dbId}/reports?reportTab=Sales"},"menuPath":["Reports","Sales"],"steps":[{"step":1,"title":"Open the Sales tab","body":["Open **Reports** and choose **Sales**."],"url":"https://app.exacc.au/{dbId}/reports?reportTab=Sales","fields":[{"name":"Receivables Summary","help":"total owing per customer, split by days overdue."},{"name":"Receivables - details","help":"every outstanding invoice at a date."},{"name":"Customer history","help":"a customer's invoices and journals."},{"name":"Invoices List and Invoice Line Details List","help":"invoices, or their lines, for a period."},{"name":"Payments History","help":"payments received."},{"name":"Invoices from Timesheet","help":"invoices with timesheet entries attached."},{"name":"Recurring Invoices and Recurring Projects","help":"what is set to repeat."},{"name":"List of sent e-mails","help":"emails Exacc sent for you."}]},{"step":2,"title":"Run and export","body":["Click a report, set its filters and **Apply filters**. **Export › Export to Excel** downloads it."]}],"sections":[{"heading":"Sales by customer","body":["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":["https://exacc.au/help/view-receivables/","https://exacc.au/help/manage-invoices/","https://exacc.au/help/report-filters/","https://exacc.au/help/export-report/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}