Invoices issued report
In the Invoices issued report, you can track how much you sold and to whom, and the ensuing income. This enables various reviews of the issued invoices at the sales prices from the issue documents. Some reports give the value of the issued goods without VAT included.
The form can be accessed from the menu Reports | Invoices issued report.
Table of contents
- Main menu
- Header
- Lines
|
1. Main menu
Main menu with sub moduls and print button.
| Print |
Button for saving and printing out predefined, depending on the settings in the Reports register. |
2. Header
In the header is defined which data is displayed in the report.
 |
Hint
Use the Tab key to move between the fields.
|
| Type of overview |
Select the desired type of overview:
- Invoices issued report (this page) – track how much you sold and to whom, and the ensuing income
- Profit margin report – calculate the difference between sale price and warehouse price.
- Commercial records report – all trade documents for legal purposes (for forms TD, TDr and TS).
|
|
|
| Search |
Search by all data in the columns, like document number, customer, amount and date. |
|
|
| Document type |
From the drop-down menu, select the document type for review. |
|
|
| Customer |
From the drop-down menu, select the customer(s) for preview. |
|
|
| Display types |
Select display period. Predefined options are last 10 days, last month, last quarter and custom |
|
|
| Customer |
From the drop-down menu, select the customer(s) for preview. |
|
|
| Date from |
Starting date, from which overview is shown. By default, the current date, but can be changed. |
|
|
| Date to |
Ending date, until which you overview is shown. |
|
|
| VAT date from |
Select a VAT date from if you would like to limit the report using this criteria. |
|
|
| VAT date to |
Select a VAT date to if you would like to limit the report using this criteria. |
|
|
3. Lines
In the lines are shown existing documents, which can be filtered by condition in the following columns:
 (Preview) |
Clicking on Preview opens a PDF view of the document on the right-hand side of the screen. |
| Number |
Unique document number. If you click on the document number, it opens on the selected document type. |
| Customer |
Customer on the document. |
| Price excl. VAT |
Net document value. |
| Price incl. VAT |
Value including VAT. |
| Service d. |
Date of goods or service delivery. |
| Invoice d. |
Date of issued invoice. |
| Due date |
Date due of the invoice. |
| Order |
Number of the ordering document based on which the invoice was issued. |
| Packing slip |
Number of the packing slip based on which the invoice was issued. |
| Customer type |
Type of customer from the Subjects register. |
| Status |
Document status. |