How the turnover year to date on the Customer Record is calculated

The figure in the customer's turnover YTD box displays the net value of the invoices, less any credit notes, you have posted to the customer's account in the current financial year.

NOTE: The figures in the monthly boxes, for example January, February and so on, show gross values. Therefore deducting the value in the Credits column from the value in the Invoices column, does not equal the YTD figure.

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