Reports
Simple Invoice provides comprehensive and qick reports in tabular format:
- Monthly report
- Provides sales information on monthly basis.
- Daily report
- Provides sales information on daily basis.
- Sales report
- Provides user overview information on the sales activities, include number of invoice
issued, quantity, total sales amount, total tax and total balance due.
- Sales by Invoice number
- Gives details sales information by invoice, include invoice date, invoice number,
customer, total sales amount, payments and total balance due.
- Sales by Invoice items
- Provides details sales information by items, include invoice date, invoice number,
item name, quantity, customer, total sales amount, payments and total balance due.
- Sales by Category
- Gives details sales information on a specific category, include number of invoice
issued, quantity, total sales amount and profit.
- Sales by customers
- Provides details sales information on a specific customer, include number of invoice
issued, total sales amount, payments and balance due.
- Sales by salesman
- Provides details sales information on a specific salesman, include salesman name,
number of invoice issued, total sales amount and profit.
- Sales by salesman items
- Provides details sales information on a specific salesman and items, include salesman
name, item name, quantity of items sold, item price, total sales amount and profit.
- Sales profit
- This report shows profit by months and days.
Only items from the stock are included to this report and only if Control this
item check box is checked.
- Inventory report
- This report list the current quantity of all items with amounts.
Only items from the stock are included to this report and only if Control this
item check box is checked.
- Sales retun
- The report shows quantities of returned items based on return invoices.
- Payemnts report
- This report provides payment information on daily basis. It shows the name of customer,
invoice number, payment date, payment method, note and amount.
- Overdue Invoices
- This report shows the number of days that a payment is overdue
based on the initial due date of the invoice.
- Purchase report
- Provides purchase information on monthly basis.
- Profit and Loos report
- Provides a summary of a company's revenues from sale
module and expenses from purchase and expense modules.
Report dashboard
You can adjust report output using date range, order results by selected
column, group by month or quarter. You can also display results for particular customer and
hide unnecessary culums.
Cash basis accounting vs. accrual accounting
Daily and Monthly reports provide option to show totals in accrual basis or cash basis mode.
Cash accounting recognizes revenue and expenses only when money changes hands, but accrual
accounting recognizes revenue when it’s earned and expenses when they’re billed (but not paid).
You can switch report between cash basis view and accrual basis view. Cash basis is reflected
in payments column.