This report shows a detailed list of sales invoices created in the firm and along with invoice date, due date, amount details, etc.
The invoice details report is a report that gives you a detailed overview of all Invoices you have created in a given period.
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.
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.
It shows the details of sales invoices along with customer name, invoice date, due date, amount details etc.
Fields |
Description |
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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. |
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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. |
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Customer Name |
This field shows the customer name of the particular invoice. |
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Reference Number |
Reference number helps the user to identify transactions in records and it will be the continuation of the previous invoice. |
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Invoice Date |
The invoice date will be shown in this field. It is the date when the invoice is created. |
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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. |
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Invoice Total |
It shows the total amount of the particular invoice. |
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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. |
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Balance |
This field shows the balance of payment amount owed by the customer. |
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.
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Fields |
Description |
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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. |
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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. |
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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. |
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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. |
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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. |
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By clicking on the Print button, the user gets the print out of the report. |
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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. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to the previous page. |
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.
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.