When issuing purchase invoices from the Rewaa platform, it is necessary to specify the payment status for the supplier (fully paid, partially paid, or unpaid). You can track these details using the Purchase Invoices Summary Report, which helps monitor the payment status of each purchase invoice issued on the platform.
Accessing the Report
Navigate to: Reports > Inventory > Purchase Invoices Summary to view details.
Features of the Report
The report is divided into two sections:
Header Section: Displays the company name, report name, and the selected date range.
Details Section: Shows detailed purchase invoice information.
Data Available in the Report
Invoice: The purchase invoice number.
Location: The branch selected when issuing the purchase invoice.
Issue Date: The date the purchase invoice was created.
Supplier Name.
Supplier Code.
Total (Tax inclusive).
Total (Tax exclusive).
Payment Status: Paid, Partially Paid, Not Paid.
Paid Amount: The amount paid to the supplier.
Credit Amount: The remaining amount to be paid to the supplier.
ℹ️ This column is visible when scrolling horizontally.
Exporting the Report to Excel
Click on Export, then select xlsx to download the file to your device.
FAQs
Can I export the report for a specific supplier?
Yes, filter the results based on the supplier, then click on Export and choose xlsx.
2. How can I find unpaid invoices for a specific supplier
Use the filter in the Supplier Name column to select the supplier.
then filter the Payment Status column by selecting Unpaid.
3. How can I view more search results on a single page?
Adjust the Results Per Page field at the bottom of the table to show up to 200 results. Use the page navigation buttons to move between pages.
4. How do I identify partially paid invoices?
Filter the Payment Status column to display only Partially Paid invoices.
5. Can I view purchase invoices within a specific date range?
Yes, use the filter option to select the desired date range, apply the filter, and view the results.
6. Can I restrict user access to this report?
Yes. Navigate to: Settings > Users > ⚙️ > Edit User.
Disable Read and Export permission under Reports > Stock Control Reports > Purchase Invoices Summary.
Click Save Custom User to apply the settings.
When a user accesses their account, reports will be displayed based on the assigned permissions.