# Sales Invoice

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

#### **Module Location**

#### Accounts Receivable > Report > Sales Invoice

#### **Module Objective**

#### The **Sales Invoice** report module is used to generate a list or summary of all sales invoices that have been issued within a specific time period. This report is a basic tool for tracking total sales, monitoring revenue, and serving as a reference for collection activities by the Accounts Receivable (AR) team.

### **1. Report Parameters**

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

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

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

- #### **Customer Code / Customer Name**:
    
    
    - #### Use these fields to filter the report to show invoices for a specific customer only. The **Customer Name** field is mandatory `(*)`.
- #### **Transaction Date**:
    
    
    - #### Specify the **From** and **To** date range to define the report's period (e.g., August 1, 2025, to August 2, 2025).
- #### **Group By**:
    
    
    - #### Use this dropdown to group the data in the report, for example, by **Customer Code** to see the total sales per customer.
- #### **Currency**:
    
    
    - #### Choose how currency values will be displayed: **Base Currency** or **Respective Currency** (original transaction currency).
- #### **Report Type**:
    
    
    - #### Select the report's level of detail: **Summary** or **Detail**.

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

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

#### Select all the parameters you need, especially defining the **Transaction Date** range and the data grouping method in the **Group By** field.

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

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

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

- #### **Display Report**: To preview the sales invoice report directly on your screen.  
    
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/DJaimage.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-/muZimage.png)

### **Tips & Important Notes**

- #### This report is a recapitulation of all invoices created in the **Sales Module**. Use it to verify total sales within a period.
- #### The **Group By** feature is very useful for creating concise summary reports, for example, to see the total sales per customer in a month.
- #### This is a fundamental report for the **Accounts Receivable (AR)** and **Sales** teams.