It provides the module of Reports and Recurring sales invoices included in it.
The Recurring Invoices Report provides a comprehensive overview of recurring or repetitive sales made by a business within a specific period. It includes details such as the recurring sales names, frequencies, amounts, customer, and other relevant information. This report is valuable for tracking regular incomes, and ensuring the efficient management of recurring sales activities.
The Recurring Invoices Report displays the names of each recurring sales transaction, including details such as the customer name, frequency, last invoice date, next invoice date, expiry date, status, and total amount. This report is accessible in the report module under the sales section, providing a comprehensive overview of recurring sales activities for efficient monitoring and analysis.
MENU AVAILABLE IN RECURRING INVOICES REPORT
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Field |
Description |
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Customize |
The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and customer. |
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Export to Excel |
By clicking this button, users can export the report to Excel. |
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Export to PDF |
Clicking this button allows the user to export the report to PDF. |
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This button enables users to print the report. |
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To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email. |
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Pagination |
The pagination control offers the capability to navigate from one page to another. |
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Exit |
Clicking the 'Exit' button allows the user to exit from the report. |
DATA AVAILABLE IN RECURRING INVOICES REPORT
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Field |
Description |
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# |
The symbol '#' represents the number of lines in the given context. |
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Recurring Name |
This column displays the recurring name of the sales. |
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Customer Name |
This column shows the customer name of the particular recurring sales. |
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Frequency |
This column shows the frequency of the recurring sales period. |
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Last Invoice Date |
This column shows the date of the last invoice. |
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Next Invoice Date |
This column displays the next invoice date. |
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Expire Date |
This column shows the expiry date of the recurring sales in the Recurring Invoice Report. The expiry date is the date when the recurring sales is scheduled to expire. |
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Status |
This column shows the current status of the recurring sales. |
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Total Amount |
This column shows the sum total amount of the particular recurring sales. |