Sales by Account

Report Purpose:

The Sales by Account Report tracks purchases made on customer house accounts. It shows detailed order history by account, including dates, order numbers, and payment amounts, giving operators visibility into account usage, balances, and customer billing activity.

PDF Example:

Metric Definitions:

Customer Name = The name of the customer or organization with a house account.

Date = The date when the order was placed.

Order # = The identifying number assigned to the order.

Amount = The total value of the order before gratuity or tips.

Grat = Any gratuity charged to the account.

Tips = Any tips applied to the order.

$ Total Amount = The full amount charged to the customer’s house account