Custom report - Draft Invoices

[TonyL]

Hi I want to make a custom report showing total sales value when the Status is Draft.
How do I do that?
Thanks

[QFSteve]

Hello @TonyL

Custom reports are only possible on live invoices as draft invoices do not affect the nominal codes.

You would have to highlight all the draft invoices and export to excel as per the example below

[TonyL]

Hi Steve, It sort of works OK. Was hoping to keep it within the portal but export and job done.
Any chance of adding a Total field at the bottom of the Sales/ Invoice management page. Just to keep an eye on totals?
Thanks

[QFSteve]

Hello @TonyL

An overall total is show in the top right and a selection total is displayed on the left once a selection is made (as per the example below).

You can also export to total individual columns.

[TonyL]

Ah Ha! Perfect- That’s all I needed really
Cheers for the quick reply