Sales Year to Date

Enter the sales amount sold to this customer so far this year when initially setting up the customer. When an invoice, debit, or credit is posted, the amount of the transaction is posted to this field. Invoices and debits increase this field, and credits decrease it. The amount of the sale is the only amount posted to this field. Miscellaneous charges, sales tax and freight charges are not included in this field.

To clear this field when changing from the current year to the next year, use the A/R Period/Year End Procedure. This procedure lets you clear the YTD fields. The Sales Last Yr field may also be cleared and the sales YTD amount may be copied into it.