The Sales Report provides a summary of invoices, payments, and due amounts, highlighting total sales amount, paid amount, and due amount across all the transactions. It includes customer details, invoice statuses, and service schedules.
How can a user benefit from the report?
This report offers a clear overview of sales and receivables. It helps track payments and prioritize overdue invoices.It enhances customer and service management. It supports decision-making with exportable, shareable reports.
Here is a reference video:
Steps to check the Sales report
Click on Reports from left menu
Select All reports
Click on Sales/ Invoice Report tab
Note: User can use right search bar to view a filtered report