Invoices issued report
Under the Invoices issued report tab, there are three types of overview:
- Invoices issued report (this page) – track how much you sold and to whom, and the ensuing income (more below).
- Profit margin report – calculate the difference between sale price and warehouse price.
- Commercial records report – all trade documents (forms TD, TDr and TS.
Invoices issued report
In the Invoices issued report, you can track how much you sold and to whom, and the ensuing income.
In the right corner of the command line, you can find the Print button. It offers saving and printing out predefined reports, depending on your settings in Report types in PANTHEON.
To prepare the report, select the criteria in the header to define which data you want in your report. You can use the Tab key to move between the fields.
| Type of overview |
Select the desired type of overview:
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Search
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Search by all data in the columns.
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Document type
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From the drop-down menu, select the document type for review.
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| Display type |
Select display period. Predefined options are last 10 days, last month, last quarter and custom (see fields below). |
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Date from
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Starting date, from which you want to show the overview. By default, the current date, but can be changed.
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Date to
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Ending date, until which you want to show the overview.
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The list enables filtering entries by condition in the following columns:
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(Preview)
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Clicking on Preview opens a PDF view of the document on the right-hand side of the screen.
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Number
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Unique document number. If you click on the document number, it opens on the selected document type.
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Price excl. VAT
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Net document value.
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Price incl. VAT
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Value including VAT.
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Service d.
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Date of goods or service delivery.
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Invoice d.
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Date of issued invoice.
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Due date
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Date due of the invoice.
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Order
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Number of the ordering document based on which the invoice was issued.
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Packing slip
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Number of the packing slip based on which the invoice was issued.
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Customer type
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Type of customer from the Subjects register.
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Status
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Document status.
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