Is there a report I can run to show the comments field of invoices processed?
Basically, I am wanting to find a better way to track our cash sales invoices. Most of our business is cash sales, but sometimes we need to go back and find an invoice for a certain customer. I am thinking if I enter the customer name in the comments I could search by that field.
Or can I add the Comments field to show in the Sales Register?
Hi NewJob101,
Adding the customer name to the comments field is a handy way to track those cash sales. You can run a few reports to show that comments info, like the Sales [Item] or Sales [Customer] reports, just make sure to customise the columns to include Comments. And yep, in the Sales Register, you can’t add the Comments field as a column. You can explore this help article about customising reports for detailed guide. That should help you find what you need without too much fuss!
Cheers,
Shella
