With ZipBooks, it’s a snap to view information about each of your customers, and the level of sales each of them are bringing in.

Here’s how to create sales summaries by customer:

  1. Log in to ZipBooks and click on Reports.
  2. Under Sales, select Sales Summary.
  3. In the Tags field, enter the name of the contact you’d like to filter for.
  4. Customize the report further by date, view, basis, group or transaction type.
  5. If desired, click Export.

That’s it! Only records for sales to that customer will appear in the report. 

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