Tips

How to Review and Sort Invoices by Owner and Customer

DID YOU KNOW...

...That in eWay-CRM you can review and sort invoices by owner and customer? If it's sales reps who issue invoices in your company, you can easily find out what their results are.

  1. Go to the Bookkeeping module.
  2. In the search field of the Type column, select that you want to see only Sales invoices.
  3. Right-click the header of the Owner column and choose Group By This Column.
  4. You can expand groups. Also note the total sums on each line. It shows the total value of invoices of each owner.
  5. Sort items by clicking the header of the Customer column to have better review of the list.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
9. 3. 2021
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

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Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

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