Step by step
- Open Sales > Sales Report.
- Choose the filters: the shop (Business, only for users who see all shops), Customer, Pay Status (Paid, Partial or Due), From Date and To Date, then press Filter.
- Each line shows Date, Invoice ID, the shop, Customer, Total Qty, Net total Amt., Sale Discount, Shipment Charge, Sale Tax, Total Invoice Amount, Received, Return and Due.
- Click an Invoice ID to open the details of that sale.
- The Total row at the bottom adds up every sale that matches the filters, not only the rows on the screen.
- Print prints the whole report of the chosen filters. Excel and Pdf export the rows shown on the screen.
Good to know
- Only final sales are counted. Drafts, quotations and sales orders are not in this report.
- Net total Amt. is the total of the items before the sale discount, tax and shipment charge. Due is the part of the invoice that is still unpaid.
- Pay Status Paid lists the invoices with nothing due, Partial those with part of the money received, and Due those with nothing received.
- A search in the search box looks through all dates, not only the dates of the filter. Print needs both From Date and To Date.
- A user limited to one shop sees only that shop. With View Only Own Created Transactions/Data in the role, a user sees only the sales made by that user.
- Needs the permission Sales Report.