Sale Invoices and Credit Notes

This report shows all authorised sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency.


Data from this report can be exported in Excel, PDF or RTF format. 


Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 

Document #Invoice/Credit note number
CustomerCustomer name who was issued the invoice/credit note
Currency of the invoice/credit note (customer currency)
DateDate when Invoice/Credit Note was issued.
Invoice/Credit NoteDocument type
Order #Number of sale order related to the invoice/credit note
Order DateDate the sale order related to the invoice/credit note was issued
Sales RepresentativeSales Representative associated with the sale
LocationLocation of stock picking/dispatch
YearYear of invoice date
QuarterQuarter of invoice date
MonthMonth of invoice date
Invoice DueDate when Invoice is due
BrandProduct Brand
Product Category
FamilyProduct Family
UnitProduct unit of measure
Product TagsComma-separated product tags
Customer ReferenceCustomer reference from sale document header
Customer TagsComma-separated product tags
Customer Additional Attribute 1-10Values of additional customer attributes
Product Additional Attribute 1-10
Values of additional product attributes
CommentNotes field of invoice/credit note document header
Data Headers
SKU quantity on Invoice/Credit note
Invoice/Credit note line amount in customer currency
Tax for invoice/credit note line in customer currency
TotalTotal for invoice/credit note line (Amount + Tax) in customer currency
Base Currency AmountInvoice/Credit note line amount in base currency
Base Currency TaxTax for invoice/credit note line in base currency
Base Currency TotalTotal for invoice/credit note line (Amount + Tax) in base currency

NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

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