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Run a Monthly Sales Report

Updated

What this does: Runs the Accounting Transaction Report to show all sales for one month: credits, invoices, sales receipts and write-offs, without receivable accounts.

Applies to: GrowthZone Finance. You need staff access to Reports.

Before you start: Pick the month you are reporting on.

Time needed: About 5 minutes.

Run the sales report

  1. Go to Reports, click All Reports, then search for and open Accounting Transaction Report.
  2. In the Transaction Type dropdown, select Credit, Invoice, Sales receipt, and Write off.
  3. In Transaction Date Range, select the first and last day of the month you are reporting on.
  4. Under Additional Criteria/Filters, add a filter: choose Account Name, then NOT Contains, and enter Receivable.
  5. Set Summarize By to Account Name.
  6. Click Run Report.
Accounting Transaction Report with Transaction Type, Transaction Date Range, an Account Name Not Contains Receivable filter, and Summarize By Account Name boxed

Common pitfalls

  • Refunds as anomalies: Refunds work differently — their accounting flows from accounts payable (debit income, credit cash) and do not impact A/R unless they refund an overpayment. They will not appear in this report.

 

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