Overview:

A Customer Sales Invoice is a document issued by a seller to a buyer that details the products or services provided, their quantities, and the agreed-upon prices. This invoice serves as a formal request for payment and typically includes essential information such as the invoice date, payment terms, customer details, and a unique invoice number.

To generate Customer Sales Invoices report in Salesforce, navigate to the Financial Reports section and select the Customer Sales Invoices option. Use the lookup field in the Customer field to find and select the specific customer you wish to run the report on. Once the customer is selected, click the Export to Excel button to download the report as a spreadsheet for further analysis and record-keeping.

Generate Customer Sales Invoice

1. Navigate to Financial Reports.
2. Select Customer Sales Invoice.
3. In the Customer field, user the lookup field to find the customer you wish to run the report on.
4. The Export to Excel button will download the report as a spreadsheet.

Learn more about aged receivables reports.