can i run a report that will exclude proforma invoices, i currently use the report sales by product detailed to see sales for the month, but dont want proforma included

  • 0

    Hi Sue,

    Thanks for using Sage City.

    The easiest way to do this is to filter your invoice list to exclude the proformas before you run the report. You just need to click the filter icon in the top-left of the Invoicing window then choose from the drop-downs to add a filter: "Where Invoice type code is not equal to 5 - Product Proforma", see the screenshot below:

    If you use Service Proformas you need to choose code 7-Service Proforma. If you use both then simply add a second filter line "And invoice type code is not equal to 7 - Service Proforma"

    Once you've set the filter up you can click the filter button to switch the filter on or off.

    Hope this helps.


    Sage UKI