User Guide

This guide explains how to generate and view the Sale Invoice Summary Report.

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1. Access the Report

1. Navigate to the Invoicing or Accounting module and look for a menu item named Sale Invoice Summary Report.

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2. Open the Report Wizard

1. Clicking the menu item will open a new pop-up window (a wizard) with filtering options.

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3. Set Filters

Use the following options to filter the report:

• Period: Choose a predefined period or select a custom date range.
• Start Date and End Date: If you select a custom period, enter the start and end dates.
• Customers: Select one or more customers to include in the report. Leave this blank to include all customers.
• Invoices: Select one or more specific invoices. Leave this blank to include all invoices.

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4. Generate the Report

You can generate the report in two ways:

• To view the report on the screen, click the Generate Report button. The report will be displayed in a detailed list view.
• To download the report as an Excel file, click the Print Excel Report button. A file download wizard will appear, from which you can save the file to your computer.

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5. View Invoice Details

1. In the on-screen report, click the View Invoice button next to any line item to open the corresponding invoice record in a new form view.

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6. Cancel

1. To close the wizard without generating the report, click the Cancel button.