Reporting Date, pay method, Category and description

[jospore]

Hi,
I am trying to print a report that will show me last months categorized income (product/sales), description of each items and payment method.

Is this possible?
jose

[Support]

>> show me last months categorized income (product/sales),
>> description of each items and payment method

Please see the "Payments for Items & Services (Summary)" report.

[jospore]

Hi,
The payment for items and services does not have payment method, can this be added?

jose

[William]

Hi Jose

Looking again at your initial request I cannot see that there is an easy way to display both the Payment Method and the invoice item category i.e. service or product, certainly not one that would not duplicate information. The reason is because of a many to many relationship that can exist between an invoice and a payment. You see you could have one invoice being paid for by 3 payments. In this situation if we had the payment method on the same report it would have to show all 3 payments meaning that the same item on the invoice will be repeated 3 times. In turn this means that the invoice line total would be incorrect.

So due to this duplication of information that can occur, this means that unfortunately it is not really feasible to create a report that will show you reliable totals.