Sales Report
The Sales Report module provides a detailed overview of sales transactions, tracking invoices, payments, and client details.
Viewing Sales Reports
- Navigate to Reports > Sales Report from the sidebar.
- Select the desired date range to filter sales records.
- View key details such as invoice numbers, client names, payment status, and taxable values.
Key Metrics
- Paid On – The date when the payment was received.
- Invoice Number – A unique identifier for each sales transaction.
- Client Name – The customer associated with the invoice.
- Invoice Value – The total amount billed.
- Amount Paid – The actual amount received from the client.
- Taxable Value – The portion of the invoice subject to tax.
- Discount – Any deductions applied to the invoice.
- Bank Account – The account where the payment was received.
This report helps businesses track revenue, monitor outstanding payments, and ensure accurate financial records.
