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Sales Invoice

Report Module Guide: Sales Invoice

Module Location

Accounts Receivable > ReportsReport > 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.

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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.

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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.

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  • Export To MS Excel: To download the report data in an Excel file format.

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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.

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