The Sales Register is the plain, row-per-invoice ledger of everything written in a date range. Where the dashboard and Sales-by-X reports roll numbers up, this one lists the individual invoices so you can scan, reconcile, and drill in.
Columns
One row per invoice:
- Inv #, Date, Status — Status is Open, Finalized, or Voided.
- Salesperson, Store, Customer
- Subtotal, Tax, Freight, Total — the same figures the customer sees. Total = Subtotal + Tax + Freight (+ CC fee where applied).
- Paid — total payments applied to the invoice (all-time, not date-bounded).
- Balance — Total − Paid. A nonzero balance is still owed.
The footer totals every money column for the filtered set.
Filters
- From / To — by invoice date (OrderDate).
- Store — limit to one store (hidden if you only have one, or if your role is pinned to a single store).
- Status — All, Open, Finalized, or Voided. Voided invoices are included only when you ask for them, so the default view reflects live sales.
How it differs from the other sales reports
- Sales Register = the invoices themselves (one row each), on invoice date.
- Payment Register = the individual payments received, on payment date — use it to reconcile a day’s deposits.
- Sales by Customer / Sales by Salesperson / Sales by Category = the same sales rolled up by that dimension.
- Sales Tax = the tax-liability view with taxable / non-taxable / wholesale sections.
Tips
- To tie out a single day, set From and To to that date and leave Status on All — the footer Total is your gross written for the day.
- Chasing open money? Set Status = Open and sort by Balance; for a true aging view use AR Aging instead, which buckets by days outstanding.
- Export to Excel/CSV from the toolbar; the filename carries the date range so monthly pulls stay organized.