# New Customer Bill Lines Report
Detailed bill and line-level view of recently created customers within a span period. Use it to analyse individual invoices and item lines for new accounts from their creation date.
Overview
Go to Sales → Reports → New Customer Bill Lines.
What it shows. Latest customers with detailed bill invoices—similar to New Customer Report but with each sale invoice and line item listed. Transactions are filtered by span from the customer creation date.
When to use it. Review what new customers are buying, audit first invoices, and analyse item-level sales from newly onboarded accounts.
New Customer Bill Lines Report
Filtration — Employee
Filtration — Route
Filtration — Duration of sale
Filtration — Span
Use Cases
- First invoice audit — Review every bill and line posted to customers in their onboarding window.
- Product mix for new accounts — See which items new customers order most in early transactions.
- Route and rep review — Filter by route or employee to compare bill-level detail for new accounts.
- Onboarding quality check — Verify pricing, discounts, and items on first sales to new customers.
Filters
- Employee — Filter by the sales employee assigned to the customer.
- Route — Filter by sales route or territory.
- Duration of Sale — Limit bill dates to a specific range.
- Span — Define the period from customer creation date for inclusion.
Columns
| **Column** | **Description** |
|------------|-----------------|
| **Customer** | Name and code of the new customer. |
| **Creation Date** | Date the customer account was created. |
| **Bill Date** | Date of the sale invoice. |
| **Bill No** | Sale invoice number. |
| **Item** | Item name or code on the bill line. |
| **Quantity** | Quantity sold on the line. |
| **Rate / Amount** | Unit rate and line amount. |
| **Bill Total** | Total value of the invoice. |
Actions
- View Details — Open the full sale invoice from a bill row.
- Export — Download to Excel or PDF for detailed analysis.
- Print — Print the bill lines report.
- Filter & Sort — Adjust employee, route, duration, or span.
FAQ
How is this different from New Customer Report?
New Customer Report summarises customers and totals. This report lists each bill and line item for the same customer set.
What does Span control?
Span sets the window from customer creation—only customers created within the span and their bills in the duration are included.
Are credit notes included?
This report focuses on sale invoice bill lines. Use Sale Return Report for return detail on new customers.
Can I see multiple bills per customer?
Yes. Each invoice and its lines appear as separate rows grouped under the customer.
What defines a new customer?
First approved sale invoice in the selected period — with line detail on that first bill.
How is this different from New Customer Report?
New Customer Report is header only. Bill Lines shows first purchase SKU detail.