The Sales by Invoice Report provides details of sales invoices, returns, and e-commerce orders. This report helps track each invoice's details, such as quantities, cost of goods sold (COGS), taxes, profit value, and other key data.
Accessing the Report
Navigate to: Reports > Sales > Sales by Invoice.
Click on the report to view its details.
The report displays all details. You can search by invoice number, or filter and sort the results.
Report Overview
The report has two sections:
Summary: Provides totals based on the selected date range or search filters.
Invoice Details: Includes data for each invoice.
Report Details
You can view the following information:
Invoice Number | Includes sales, returns, and e-commerce orders. |
Location | Name of the branch where the transaction occurred. |
Sales | Total completed sales excluding tax and after applying discounts. |
Cost of Goods Sold | Total cost of the sold products. |
Gross Margin | Sales {Tax Exclusive} minus the cost of goods sold |
Tax15% | Total amount of sales tax collected for products with a 15% tax rate. |
Tax100% | Total tobacco or compound tax at 100%. |
Other Taxes | The total amount of sales tax collected for products subject to another tax rate. |
Sales Tax | The sum of the total amount of sales tax collected for products that are subject to tax at all rate. |
Sales (Tax Inclusive) | Total completed sales after discounts, including tax. |
Sold Quantity | Quantity of products sold, excluding returns. Example: If 10 items were sold and 3 returned, the report shows a sold quantity of 10. |
Returned Quantity | Number of returned products. |
ℹ️ The table contains multiple columns and data. Use the scroll bar at the bottom of the table to view all columns.
Exporting the Report
To export the full report details, click on "Export" and choose (xlsx). An Excel file will be downloaded to your device, and you can view it once the download is complete.
To export only the report summary, select (Summary xlsx). An Excel file will be downloaded to your device, and you can view it once the download is complete.
FAQs
1- How can I see the products sold in a specific invoice?
Copy the invoice number from the Invoice Number column in the report.
Go to Sales & Customers > Sales Invoices > Enter the invoice number in the search field > Click on the invoice to view its details.
2- How can I view the tax details in a specific invoice?
search for the invoice number using the designated search field.
The tax details will appear in the relevant columns.
3- Can I identify invoices with discounts in this report?
Unfortunately, this report does not highlight invoices with discounts. You can share this as a suggestion via the suggestion platform.
To find discounted invoices, go to Sales & Customers > Sales Invoices > Search for the invoice number > View details. Alternatively, export invoices as an Excel file and check the Discount column.
4- Can I control user access to this report?
Yes. Go to Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Navigate to Sales Reports > Expand the list to select Sales by Invoice.
Save the user’s permissions to grant them the appropriate access.