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.
Main menu with Reports sub moduls and print button.
| Print |
Button for saving and printing out predefined, depending on the settings in the Reports register. |
| Remove filters |
Button for removing filters from Criteria. |
In the lines are shown existing documents, which can be filtered by condition in the following columns:
| Type of overview |
Select the desired type of overview:
- Invoices issued report – 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).
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Hint
You can read more detailed descriptions of individual Report type in the captur Invoices Issued Report Invoices Issued Report
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NAMIG
Podrobnejše opise posameznih izpisov lahko preberete v poglavju Obračun izdanih računov v PANTHEON-u.
| Warehouse |
View stock for all warehouses or only for a selected warehouse (select from the drop-down menu). |
In the header is defined which data is displayed in the report.
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Hint
Use the Tab key to move betw een the fields.
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| Item |
Select item or enter item code for stock card.
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| Document type |
From the drop-down menu, select the document type for review.
Select between preprepared document types.
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| Customer |
From the drop-down menu, select the customer(s) for preview. |
| Person resp. |
The person responsible for the document. Depending on the settings that you've entered, the program will either enter the user logged into the program or the responsible person entered in the customer's entry in the Subjects register. |
| Clerk |
Select a clerk from issue documents if you would like to limit the report to a single clerk. |
| Packing slip from/To |
Select a Packing slip date from/to if you would like to limit the report using this criteria. |
| Invoice from/To |
Select a Invoice date from/to if you would like to limit the report using this criteria. |
| Due date from/To |
Select a Due date from/to if you would like to limit the report using this criteria. |
| VAT date from/To |
Select a VAT date from/to if you would like to limit the report using this criteria. |
| 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. |
| Warehouse |
View stock for all warehouses or only for a selected warehouse (select from the drop-down menu). |