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Yearly Sales Summary report - From Cornerstone

Includes New client #, # of Visits, # of Invoices, Total Sales, Service Sales, Inventory Sales, Sales Tax, Discount, refunds, Totals of Net Payments.

  • Guest
  • Dec 4 2024
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  • Admin
    Laurie Rose commented
    December 27, 2024 20:54

    Thank you for your suggestion!

    Currently-available recommended reports for the information you listed are:

    • New client #, # of Visits, # of Invoices, Total Sales (Gross and Net), Discount, Payment Totals = Practice Dashboard
      Note: You can also use Payment Summary for your payment totals.

    • Total Sales (Total Net Sales, plus subtotals for Net Taxable and Non-Taxable), Sales Tax, Returns = Sales Tax Summary Accrual Basis or Sales Tax Summary Cash Basis (depending on your accounting method) run for "This Year".