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Scope
How to fetch the account summary report?
How to show the amount after discounts are applied in the account summary report?
How to show amounts after-tax are applied in the account summary report?
Detailed sales report
Solution
You can fetch the account summary report by navigating to Classic Reports -> Account summary report.
There are two filters used for fetching the account summary report. By default, both checkboxes are selected
Show amounts after discount are applied - Applicable to Sales, Sales Reversal, Bad Debt, Bad Debt Reversal, Recognized revenue, Revenue reversal, and deferred revenue.
Show amounts after-tax are applied - Sales, Sales Reversal, Bad Debt and bad debt reversal
For net of discount(Sales, Sales Reversal, Bad Debt, Bad Debt Reversal, Recognized revenue, Revenue reversal and deferred revenue) and exclusive of tax in (Sales, Sales Reversal, Bad Debt and bad debt reversal) then apply the filter as below:
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