Sales Invoice Report

The Sales Invoice Report provides a consolidated view of all sale invoices across different channels (physical stores, POS, back office, and webstore). It helps businesses track payments, monitor cash flow, and analyze sales performance over a selected date range.

The report can be filtered by:

  • Date Range (Start Date – End Date)
  • Branch (e.g., Consolidated or specific branch)
  • Channel (e.g., Consolidated, POS, Online Store, BackOffice)

It is divided into two main sections:

  1. Payments Summary
  2. Sales Summary

Payments Summary Section

The Payment Summary shows the total payments received by method (Cash, Card, Credit Sale) for the selected period.

Example values:

  • Cash: $10,40,737.00
  • Card: $1,107.00
  • Credit Sale: $21,503.00
  • Total: $10,63,347.00

Additionally, a Cash & Cash Equivalent section is displayed, which combines cash and card totals:

  • Cash: $10,40,737.00
  • Card: $1,107.00
  • Total: $10,41,844.00

This breakdown helps businesses quickly understand liquidity and outstanding credit sales.

Sales Summary Section

The Sales Summary lists all invoices created between the selected dates, across all channels. Each entry includes:

  • Date & Time of invoice creation
  • Invoice Number & Channel (e.g., BackOffice, POS, Online Store)
  • Payment Details (Cash, Card, Credit Sale, or $0.00 for unpaid)
  • Party/Customer Group (e.g., Shop Admin, specific customer email)
  • Created By / Sales Employee
  • Amount

This section provides granular visibility into each transaction.

How to View the Sales Invoice Report

  1. Open Back Office.
  2. Navigate to the Reports section (shortcut: Alt+R).
  3. Select Sales Report.
  4. By default, the report shows the current date’s summary.
  5. Adjust the Start Date and End Date to view historical data.
  6. The report refreshes automatically with updated values.
  7. Use Branch and Channel filters to refine the report further.

salesinvoicereport

Exporting & Printing Options

At the top right of the report, you’ll find:

  • Export All → Export the entire report into a CSV file.
  • Export Current Page → Export only the visible page of data.
  • Print → Generate a printable version of the report.
Tip

Use Export All when you need a complete dataset for analysis, and Export Current Page for quick reviews or sharing specific transactions.