The program will produce daily, monthly or quarterly sales figures which are handy for tracking business activity and preparing sales and sales tax reports.  To use this feature, select MAIN TASKS from the Menu Bar and choose SALES TAX & MONTHLY SALES.  The following dialog box appears:

On the dialog box, type in the year and select a month or quarter.  (Quarters are based on the calendar year.  To calculate a quarter based on a fiscal year other than a calendar year, enter the appropriate range of dates.)  If desired, you can indicate the number of days the report should cover.  Or you an enter a range of dates:  a two month period, a week period, a 2-day period, a six month period.  It's up to you.

You can create a sales report for a customer without a number (in other words, the customer is not included in the Customer Database).  To do so, enter the customer's name in the blank.  The best way of doing this is to click on "List" (or double click in the blank), and a pop-up list of customers will appear.  From the list, select the desired customer.

You can also create sales reports for customers that have been assigned customer numbers (in other words customers that have been entered in the Customer Database).  Click on the "List" button beside "Customer #" and select the customer.

Moreover, you can create sales reports for two or more customers that are members of a billing group (where their bill is paid by one main corporate office).  The report will show sales figures for the entire group, combining the sales of all members of the billing group.

You can produce a sales report for an invoice code.  Invoices can be coded with a code of your choice.  If you enter a code into this blank, a sales report will be prepared for all invoices matching the code that you enter.  For more information on codes, and the "Do not use entire invoice code . . ." checkbox, see Invoice Codes.

You also have the choice of calculating sales based on a Cash or Accrual accounting basis. A Cash based system calculates your sales based on the invoices which have been actually paid.  An Accrual based system calculates sales based on all invoices whether they have been paid or not.  The program will remind you which type of accounting system that your state requires.

Option selections can be combined.  If you enter a customer's name and an invoice code, a sales report will be prepared for the all invoices with the customer's name and matching the code.

Once you enter the information, the program does the calculations and lists the information on the Sales Report Screen.  It also calculates other information that you may find helpful in tracking your business. The sales report may be printed by selecting FILE and PRINT from the Menu Bar.

The Sales dialog box will stay on the screen in the event you would like to generate more reports.  The resulting report that you produce will also stay on the screen.  This allows you to generate two or more reports and compare them.  When you're finished with the reports, click on "Close" or "Cancel."

Note that the Sales Report Screen provides figures on your Primary Tax Rate.  If you use tax codes, use the "Tax Rate Report" which itemizes tax by tax code.  That's reached by selecting MAIN TASKS >> MASTER LIST OF SALES REPORTS.  For more information on taxes, see:

Tax Fields on the Main Invoice Screen

Sales Tax Report (Primary Rate)

Setting up a Primary Tax Rate

Changing Tax Rates

Designating Items as Non-taxable

Variable Rates, Tax Codes, & Tax Code Reports