Invoice Details Report

Recievables Invoice Details (3)

Receivables Invoice Details Report

The invoice details report is a report that gives you a detailed overview of all Invoices you have created in a given period.

Invoice Details Report in ACCOXI

Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Invoice Details of Receivables are included in it. This report shows a detailed list of sales invoices created in the firm and along with invoice date, due date, amount details, etc. When the user opens the ACCOXI account, the Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization. There are various heads of reports like Payables, Receivables, Accounts, Purchase, Sales, etc.

Invoice Details Report In Accoxi (1)

Click on the Receivables head and select the option Invoice Details.

By clicking on the Invoice Details option, the invoice details report will pop up on the screen.

Invoice Details

Invoice Details (1)

It shows the details of sales invoices along with customer name, invoice date, due date, amount details etc.

 

      Fields

                    Description

Customize Report

Users can filter the Invoice details report by using the option Customize Report. By clicking on the customize report, users can filter the report by customer, reference number, or by due date between.  If the user using the Customer option, need to select a customer. By clicking on the select option, a list of available customers will appear and can select the required one.

User can filter the aging details by using the option Due Date in the customize menu. By clicking the by date option, need to enter the starting due date along with the end date, and then the invoice details of the customers will appear based on the date entered. By clicking on Run Report, users get the customize report based on data entered.

 

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to the Report page and it contains the details regarding the print.

User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, the user gets the print out of the invoice details report.                     

Customer Name

This field shows the customer name of the particular invoice.

Reference Number

Reference number helps the user to identify transactions in records and it will be the continuation of the previous invoice.

Invoice Date

The invoice date will be shown in this field. It is the date when the invoice is created.

Due Date

This field shows the due date of the particular invoice. The due date is the date when the payment is due to the invoice.

Invoice Total

It shows the total amount of the particular invoice.

Paid Amount

This field shows the details of the amount paid. If any amount paid by the Customer, it will be shown on the field.

Balance

This field shows the balance of payment amount owed by the customer.

 

 

 

Menus Available in Print View

When the user clicks on the print menu, it opens to the Report page. It shows the aging details report and it consists of various menus.

Invoice Details Report View

 

        Fields

                      Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

                          

Pagination Control

It controls the page navigation. Users can select the page by using the page control keys or can enter the page number in the given box. After entering the page number, it will open to the screen.  

          

Page Setup

This menu helps the user to set the page size, page orientation, and margin size.

 By clicking on the Page Setup icon, a new tab will appear and the user can select the page size, orientation, and margin size with the tab..

                 

 

Switch to Interactive Layout

It helps the user to change the page to the Interactive Layout. By clicking on the icon, it will change to an interactive layout.

Zoom

Users can use the zoom option to select the required zoom size for print. By clicking on the select option, the available zoom size will appear and can select the required size.

Print

By clicking on the Print button, the user gets the print out of the report.

 

                                

Export

The export menu enables the user to export the report to PDF format and can save it in the system.

                                 

                  

When the user clicks on the Export menu, a new tab will appear to save the file. Then the user can select the location to save the file, can set a name, and click on the save button to save the file as PDF format..            

                                                                                                       

 

 

Exit

Exit menu is for exit from the Print report page and it redirects to the previous page.

                                   

 

 

 

Frequently Asked Questions?

01What is the content of Invoice Details report in Accoxi?

This report gives you a detailed overview of all sales invoices created in the firm and along with Customer name, reference number of the invoice, invoice date, due date, amount details etc.

 

02How to take print out of Invoice details with complete customer list?

  • Click on the Reports module.
  • Select the Report Invoice Details from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the Invoice details report.

03What is the purpose of customize menu option in the Invoice Details report?

By clicking on the customize report, you can filter the report by selecting a particular customer, entering a reference number or by selecting due date between. Click on the Run Report to get the filter data.

  • Click on the Reports module.
  • Select the report Invoice Details from Receivables head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by customer, or by due date between. Select any one of the option to filter the report.
  • Click on Run Report to get the customize data.

04How can I export the invoice details data in to Excel format?

  • Click on the Reports module.
  • Select the Report Invoice Details from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

05Is there any report to know sales invoices over due date?

  • Click on the Reports module.
  • Select the Report Invoice Details from Receivables head.
  • Invoice details report opens and due date of each invoices are included in the table data.
  • You can select the particular sales invoice by using the option ‘Customize Report’. Click on the menu and enter the reference number of the invoice on the tab.
  • It shows the details of the sales invoice along with the due date.