Recurring Invoices Report

Recurring Sales Report

Recurring Sales Report

The Recurring Sales report provides information about business transactions that routinely issues similar sales invoices to customers. The report includes the Transaction (name), Frequency, Last Processed date and Due date for each transaction.

Recurring Sales 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 Recurring sales invoices included in it. This report displays the names of each recurring sale transaction along with the Customer name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount.

Recurring Sales Report In Accoxi

When the user opens the ACCOXI account, 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, sale etc.

Click on the Sales head and select the option Recurring Invoices.   

By clicking on the Recurring Invoices option, recurring sales details will pop up on the screen.

Recurring Invoices

Recurring Invoices

This report displays the names of each recurring sale transaction along with the Customer name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount. 

           Fields

                                    Description

Customize Report

User can filter the Recurring invoice details by using the option Customize Report. By clicking on the customize report, user can filter the report by Customer, or by date between.

If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one.

User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the recurring invoices will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report on the basis of 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 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, user gets the print out of the Recurring sales report.                         

Recurring Name

This column shows the Recurring name of the sale.

Customer Name

This column shows the Customer name of the particular invoice.

Frequency

This column shows the frequency of Recurring sale period.

Last Invoice Date

This column shows the date of last Invoice.

Next Invoice Date

This column shows Next Invoice date of recurring sale.

Expire Date

Expiry date is the date when the recurring sale is expired. This column shows the Expire date of the sale.

Status

It shows the current status of the Recurring invoice.

Total Amount

This column shows the sum total amount of the particular sale.

Menus Available in Print View

Recurring Invoices Print View

When the user clicks on the print menu, it opens to Report page. It shows the Recurring invoice report and it consist of various menus.

        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. User can select the page by using the page control keys or can enter the page number in the given box. After enter 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 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 Interactive Layout. By clicking on the icon, it will change to interactive layout.   

Zoom

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

Print

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

 

Export

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

Exit

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

                                   

 

Frequently Asked Questions?

01How to take print out of Recurring Invoices with complete list?

  • Click on the Reports Module.
  • Select the report Recurring Invoices from Sales 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 Recurring invoice report.

02What is the content of Recurring Invoice Report in ACCOXI?

The Recurring Sales Report provides information about business transactions that routinely issues similar sales invoices to customers. This report displays the names of each recurring sale transaction along with the Customer name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount.

03How can I check expiry date of a Recurring Sales Invoice?

  • Click on the Reports Module.
  • Select the option Recurring Invoice from Sales head.
  • Recurring sales details report opens and expiry date of each invoice 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 customer name of the invoice on the tab.
  • It shows the details of the recurring sales along with the expiry date.

04What is the purpose of customize menu option in the Recurring Sales Report?

Customize menu helps you to filter the invoice details. By clicking on the customize report, you can filter the report by selecting a particular customer, or by selecting date between.

 

  • Click on the Reports Module.
  • Select the report Recurring Invoice from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by Customer, or by date between. Select any one of the option to filter the report.
  • Click on Run Report to get the customize data.

05How can I export the Recurring invoices data in to Excel format?

  • Click on the Reports module.
  • Select the report Recurring invoice from Sales 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.