Reports For Invoice

[ManagedCloud-Hosting]

Hello,

I need to create monthly report for my invoices, please help on how to achieve this...

MONTHLY REPORTS - 

1. All Paid Invoices for the month

( Status / Date Created / Due date / Client Name / TAX Id. / Invoice No. / Sub Total / Tax  Details & Amount / Total Amount /  Date Paid)

2. All Unpaid Invoices for the month 

(Status / Date Created / Due date / Client Name / TAX Id. / Invoice No. / Sub Total / Tax  Details & Amount / Total Amount /  Date Paid)

3. All Overdue Invoices for the month 

(Status / Date Created / Due date / Client Name / TAX Id. / Invoice No. / Sub Total / Tax  Details & Amount / Total Amount /  Date Paid)

Thanks 

[brian!]

4 minutes ago, VirtualWorldGlobal said:

I need to create monthly report for my invoices, please help on how to achieve this...

for the first two, other than including TAX ID, you should be able to do that using the default Invoices report - tax ID can be pulled from tblclients and that's simple enough to do.

overdue is an artificial status, e.g it doesn't exist in the database and has to be calculated.

P.S I am aware of the issue you mentioned in the PM and will look at it tonight and can include invoice modified reports if necessary (assuming Kian doesn't bang one out soon lol).

[ManagedCloud-Hosting]

Thanks 

[ManagedCloud-Hosting]

On 8/18/2020 at 9:04 PM, brian! said:

for the first two, other than including TAX ID, you should be able to do that using the default Invoices report

How to do this ?

2. How to get a complete sale report of a monthly sale (AUGUST) / (JULY) / (JUNE) 

3. How to get TAX details (Total TAX Amount / Per Sale) 

Client Name / TAX Id. / Invoice No. / Sub Total / Tax  Details & TAX Amount / Total Amount /  Date Paid)

Date Created / Due date / Client Name / TAX Id. / Invoice No. / Sub Total / Tax  Details & Amount / Total Amount /  Date Paid)

 

Thanks