It provides the module of Reports and Recurring sales invoices included in it.
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.
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.
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.
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.
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Description |
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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. |
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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 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. |
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Recurring Name |
This column shows the Recurring name of the sale. |
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Customer Name |
This column shows the Customer name of the particular invoice. |
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Frequency |
This column shows the frequency of Recurring sale period. |
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Last Invoice Date |
This column shows the date of last Invoice. |
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Next Invoice Date |
This column shows Next Invoice date of recurring sale. |
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Expire Date |
Expiry date is the date when the recurring sale is expired. This column shows the Expire date of the sale. |
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Status |
It shows the current status of the Recurring invoice. |
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Total Amount |
This column shows the sum total amount of the particular sale. |
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 |
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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. 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.
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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 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 Interactive Layout. By clicking on the icon, it will change to interactive layout. |
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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. |
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By clicking on the Print button, user gets the print out of the report.
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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. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page.
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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.
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.