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Accounting Inventory Reports: Customer sales by month report excludes credit note from sales amount

Customer sales by month report fails to subtract credit/debit note from total sales amount

Updated over 2 months ago

This issue occurs because the option of less sales on credit note date is not selected. To fix this:

  1. Go to Setup, General Setup, Stock Valuation, Treatment of credit note on sales.

  2. Select the option of Less sales on credit note date.

  3. Click OK.

  4. Go to Reports, Customers & Sales, Sales - By Month, Customer, tick Include DN/CN.

  5. Click OK.

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