Hello Susan,

This is an easy report to create in Order Entry. Click on the History tab and then the Items tab. Set the grid to show the info the customer needs including Tax Amount. In item #, the start # can be blank and ending # zzzzzzzz or what is appropriate for your part numbering system. Put in the dates for the beginning and end of the time period. Enter the customer # for the customer. Check only display Invoices & Credit Notes but not Orders. Click on Load History button and then the Excel button to send it to an Excel file which you can give to the customer or print.

Regards,

Rick McLeod