# Sales Invoice Schedule Report

### **Report Module Guide: Sales Invoice Schedule Report**

#### **Module Location**

#### Sales > Reports > Invoice Reports > Sales Invoice Schedule Report

#### **Module Objective**

#### The **Sales Invoice Schedule Report** module is used to generate a report that monitors billings or invoices that are issued on a schedule. This is very useful for sales scenarios with recurring payments or installments. The report tracks the progress of billing against the total value of the initial Sales Order.

### **1. Report Parameters (Filter)**

#### The main page of this module is a simple form containing several parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Zjiimage.png)

#### Here is an explanation for each parameter:

- #### **Invoice Date**:
    
    
    - #### Specify the **From** and **To** date range to display invoice schedules that are relevant within that period (e.g., August 1, 2025, to August 31, 2025).
- #### **Show Details**:
    
    
    - #### Check this box if you want to get a report with more complete details.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Define the date range in the **Invoice Date** fields and choose whether to display details or not. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/i3Fimage.png)

#### **Step 2: Generate the Report**

#### After the parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the invoice schedule report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/8Jiimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/KLZimage.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details the progress of each invoice schedule.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/uKBimage.png)

#### **Report Explanation**: This report will display a list of all active sales invoice schedules.

#### **Key Columns for Analysis**:

- #### **Sales Invoice Schedule Number**: The unique number for each invoice schedule.
- #### **Total SO Amount**: The total value of the Sales Order that is the basis for the schedule.
- #### **Installment**: Information regarding the installment or billing term.
- #### **Total Generated Invoice Amount**: The total value for which invoices have been issued to date.
- #### **Total Paid Invoice Amount**: The total value that has been paid by the customer from the issued invoices.

### **Tips & Important Notes**

- #### Use this report to effectively monitor **recurring revenue** or installment-based billing.
- #### This report is a recapitulation of the data set up in the **Sales Invoice Schedule** module.
- #### This report is crucial for the **Accounts Receivable (AR) and Finance teams** for forecasting cash inflow from scheduled billings.