INVOICE REPORTS

An invoice is a commercial document issued by a seller to a buyer, detailing goods or services provided, quantities, agreed prices, and payment terms. Invoice reports help businesses track and audit financial transactions, ensuring proper billing and reconciliation with delivery and sales records.

The Invoice Reports screen enables users to generate detailed reports of issued invoices using various filter criteria such as invoice number, project details, customer information, and associated sales data. This module is crucial for finance, sales, and audit teams to analyze transaction history and validate payment records.

Click on the "Finance".
Under "Reports", select "Invoice Reports".

Invoice Report Interface

Invoice Reports

Date Range Filter

Users can apply the following filters to retrieve specific invoice data:

From Date / To Date: Define the date range for invoice generation.

Action Buttons

Filter: Applies the selected filters and displays the relevant invoice entries.
Clear: Resets all filters to their default state.

Select Invoice Number: Dropdown to select a specific invoice.
DO Number: Filter by Delivery Order number associated with the invoice.
Project No: Retrieve invoices linked to a particular project.
Customer ID: Search invoices by customer identifier.
Customer Name: Filter using the customer's name.
Sales Order Number: Refine results based on the originating sales order.
Location: Narrow down results by geographical or storage location.
Warehouse: Specify the warehouse involved in the delivery/invoicing.
Item Number: Filter invoices that include a specific item or SKU.
Issued To: Select the recipient or end user of the invoice.

These filters help users retrieve accurate invoice records based on multiple criteria.

Action icons

Filter: Applies the selected filters and displays the relevant invoice entries.

Icons