The Invoice Enquiry Report enables you to view all Sales Invoices, as well as Credit Notes in Unleashed.
You can access the Invoice Enquiry Report via Reports>Sales>Invoice Enquiry.
Specify the required options and click Run to view a filtered list.
If needed, you can export to PDF, CSV, XLSX or XLS.
Comparing Invoice Revenue to BI Sales Revenue:
To match the Sales Revenue in BI, make sure you select the Invoice Date as the Transaction Date and check the Include Credits option. Adding the Total Charges and Total Revenue will equal the BI Sales Revenue.
Use the action cog to edit, print, email, or Complete the Sales Invoice. The print and email options are available only for Completed Invoices.
Remember you have the option to add extra columns, via Show Toolbar>Hidden Columns:
- Charge Sub Total
- Customer Type
- Sales Order Group
- Sales Person
- Tax Total
At the bottom of the report, you will find the report summary which includes the Average Margin ((Profit/Sales Revenue)*100)), Total Charges and the Total Revenue for the period selected.