The Invoice Register Report provides a detailed list of all invoices currently in the system, acting as a comprehensive record of all issued invoices. This report is designed to help users efficiently locate, review, and track specific invoices, ensuring streamlined billing management. The report includes the following details:
- Invoice Number: The unique identifier assigned to each invoice.
- Client Name and ID: The name and corresponding ID of the client associated with each invoice.
- Invoice Date: The date when the invoice was issued.
- Due Date: The date by which the payment is expected.
- Paid in Full Status: Indicates whether the invoice has been paid in full.
- Invoice Amount: The total amount billed on each invoice.
This report is helpful for maintaining accurate financial records, tracking outstanding payments, and ensuring timely follow-ups with clients regarding their invoices.
How to build it...
Go to the tab "Invoice", you will see the option "Invoice Report"; open the tab and you will see the button "Reports", click the option "Invoice Register Report" and set the filters for you to input the information desired for the system to build the report.
Filters:
- Branch = All, Single, Multiple Selection
- Account = All, Single, Multiple Selection
- Dates Used = Invoice Period or Invoice Date
- Date Range
- Sort By = Customer ID or Customer Name
Once you select the filters and click the button "Download" the report will be automatically downloaded to your device in PDF format.
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