Step by step
- Open Sales > Received Against Sales Report.
- Choose the shop (only for users who see all shops), Customer, From Date and To Date, then press Filter. The dates are the receipt dates.
- Each line shows Receipt Voucher, Receipt Date, the shop, Sales/Order (the invoice or the sales order), the date of the sale, Customer, Total Invoice Amount, Debit A/c (where the money went), Type/Method and Received Amount.
- Click the Receipt Voucher to open the receipt, or the invoice or order number to open it.
- The Total row shows the Received Amount of every receipt that matches the filters.
- Print prints the whole report of the filters. Excel and Pdf export the rows shown on the screen.
Good to know
- Money taken when the sale was saved and payments taken later with Add Receipt are both listed.
- When one receipt pays several invoices, each invoice has its own line with its part of the money.
- Sales/Order shows Sales: with the invoice ID, or Sales-Order: with the order ID for money taken on a sales order.
- A search in the search box looks through all dates. Print needs both From Date and To Date.
- Users who do not see all shops get only their own shop. Needs the permission Received Against Sales Report.