Sales Invoice Report : Netvisor

This help guides you in creating and using the Sales invoice report and the Sales summary report so that you can review sales invoice data for a selected time period and other search criteria.

You can open the Sales invoice report by selecting Sales > Reports > Sales invoice report.

Search criteria

In the Sales invoice report view, you can select the report type as either Sales invoice report or Sales summary report.

The report type determines whether the report shows a detailed sales invoice listing or a sales summary.

For the date range, you can select either an entire financial period or a specific month of a financial period. If you wish, you can also limit it to specific dates. 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.

Select the report type as Sales invoice report or Sales summary report.
Select the date range as either an entire financial period, a specific month of the financial period, or limit the period with specific dates.
Select a customer if you want to limit the report to a specific customer. If you do not select a customer, all customers will be included in the report.
In the Invoice status section, select whether all invoices or, for example, only open invoices are shown on the report.

"Show report" button will take you to the report according to your search criteria.

Click the "Show report" button to generate the report based on the search criteria you selected.

Sales invoice report

The Sales invoice report shows the sales invoices according to the selected search criteria.

The report shows the invoice number, voucher number, specification, 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 payments with a date smaller than the end date of the search criteria.
If you want to report all payments 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 shows a summary of the selected customer’s sales for the selected time period.

If no customer selection is made, all customers are included in the report.
In addition to the information mentioned in the Sales invoice report, 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.

Frequently asked questions

Question: How do I open the Sales invoice report?

Answer: Select Sales > Reports > Sales invoice report and then click "Show report" after selecting the search criteria.

Question: What is the difference between the Sales invoice report and the Sales summary report?

Answer: The Sales invoice report shows a detailed listing of sales invoices, whereas the Sales summary report shows a summary of sales and additionally includes, for example, the reference number and currency amount, as well as information on Sales invoices, Allocated payments, and Unallocated payments.

Question: What happens if I do not select a customer in the search criteria?

Answer: If you do not select a customer, all customers are included in both the Sales invoice report and the Sales summary report.

Question: How do I get only open invoices on the report?

Answer: In the search criteria, select an option in the Invoice status section that limits the report to only open invoices, and click "Show report".

Question: How do I report all payments regardless of the date?

Answer: Use the Customer report, which can be found by selecting Sales > Sales reports > Customer report, because the Sales invoice report includes only payments with a date smaller than the end date of the search criteria.

Keywords: Sales invoice report, Sales summary report, Customer report

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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