Sales Details Report: Quick overview of transactions, total amount, paid and balance amount.
The Sales Details Report offers a comprehensive overview of the details related to sales made by a business, providing information on specific transactions, customers, invoice no, total amount, paid amount, and balance amounts. This report is crucial for monitoring and analyzing sale activities, managing inventory, and gaining insights into the organization's revenue earning patterns related to sales.
The Sales Report in ACCOXI provides comprehensive details of all sales transactions that occurred within a specified period. This report includes information such as customer names, transaction reference numbers, invoice dates, invoice amounts, paid amounts, and balances. Accessible from the report modules and by selecting sales details reports in ACCOXI, this report serves as a valuable tool for monitoring and analyzing the organization's sales activities and financial obligations from customers.
MENU AVAILABLE IN SALES DETAILS 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, ref no 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 SALES DETAILS 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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Ref No |
The column includes the reference number of the transaction. |
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Invoice Date |
The column mentions the date of the transaction. |
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Customer Name |
This column displays the customer name for the specific transaction. |
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Phone |
The phone number of the customer is displayed in this column. |
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The email of the customer is shown in this column. |
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Net Amount |
This column references the total amount of the transaction. |
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Paid |
The column includes the amount paid by the customer. |
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Balance |
The remaining balance amount to be paid by the customer is shown in this column. |