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:
- Log in to ZipBooks and click on Reports.
- Under Sales, select Sales Summary.
- In the Tags field, enter the name of the contact you’d like to filter for.
- Customize the report further by date, view, basis, group or transaction type.
- If desired, click Export.
That’s it! Only records for sales to that customer will appear in the report.