Create a report so that the Activity slip shows the invoice number

[fionafordyce]

Help. I am trying to create a report of the activity slips (we enter in activity slips to create an invoice) that shows the invoice number, or a sales report that shows the Slip ID. Aim - to see what month the activity was invoiced in, as we have activities across multiple months which have been invoiced in the one month unfortunately. many thanks 

[Melisa_D · Accepted solution]

Hi @fionafordyce, 

Thank you for your post, I hope your finding helpful information on the Community Forum.

You can run the Sales customer detail report, which has a field that displays the 'quantity item/ acct/ activity' linked to the invoice. You can find this by going to reports > index to reports > Sales > Sales (customer details) report. 

We do also have sale activity reports which can be found on the Sales Reports help article. 

I hope this helps, feel free to come back to us if you have any further questions. 

[fionafordyce]

Hi Melisa_D - pefect! thanks so much. cheers, Fiona