This guide will direct you on how to create and use the Sales Invoice Report and the Sales Summary Report, allowing you to review sales invoice data based on a selected time period and other search criteria.
You can create the Sales Invoice Report as follows: Sales > Reports> Sales Invoice Report.
Search criteria
In the opened Sales Invoice Report view, you can choose the report type as either Sales Invoice Report or Sales Summary Report.
For the date range, you can select either an entire fiscal year or a specific month of a fiscal year. You can also limit it to specific dates if desired. After this, select the customer and the invoice status. In the Invoice Status section, you can choose all invoices or, for example, only open ones.
"Show Report" button will take you to the report according to your search criteria.
Sales Invoice Report
After selecting the search criteria for this report format, the Sales Invoice Report opens, displaying the invoice number, voucher number, description, invoice date, due date, amount, and balance. A summary is shown at the bottom of the page. If no customer selection is made, all customers are included in the report. The Sales Invoice Report includes only transactions with a date smaller than the end date of the search criteria. If you want to report all transactions regardless of the date, you should use the Customer Report, which can be found in Sales Reports (Sales > Sales Reports > Customer Report).
Sales Summary Report
The Sales Summary Report, as its name suggests, shows a summary of the desired customer's sales for the desired time period. If no customer selection is made, all customers are included in the report. In addition to the information mentioned in the previous section, the view also shows, for example, the reference number and currency amount. The Sales Summary Report displays Sales Invoices, Allocated Payments, and Unallocated Payments for the selected time period.
Keywords: Sales Invoice Report, Sales Summary Report, Customer Report
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