Invoice Report
The Invoice Report provides a detailed view of closed invoices (receipts) for a selected period with filtering and grouping options.
How to Access
Menu → Reports → By Invoices.
Route: /warehouse/reports/invoices
Quick actions:
Overview
The report displays a list of closed invoices with details: employee, client, payment type, total, discount, and other parameters. Supports extended output with the composition of each invoice.
Filters
| Filter | Description | Required |
|---|---|---|
| Sales Point | Select a sales point | Yes |
| Period | Per shift, for period, or shifts for period | Yes |
| Employee | Filter by employee (with exclusion option) | No |
| Payment Type | Filter by payment type (with exclusion option) | No |
| Workplace | Filter by workplace (with exclusion option) | No |
| Client | Filter by client or client group (with exclusion option) | No |
| Item | Filter by item or item group (with exclusion option) | No |
| Table | Filter by table (with exclusion option) | No |
Additional Parameters
- Extended invoice data — detailed information for each invoice
- Group by date — group invoices by date
- Group by shift — group by shifts
- Group by client — group by clients
- Hide invoices without service — exclude invoices without service
- Show only invoices with discount — only invoices containing a discount
- Show only invoices with manual discount — only invoices with manual (non-automatic) discount
- Show client balance — display client balance
- Show invoice notes — display notes
- Show workplaces — display workplace in the report
- Hide rooms — hide room display
- Show invoices by open date — sort by open date instead of close date
FAQ
Q: Why are some invoices missing from the report?
A: The report only shows closed invoices. Open invoices are not included.
Q: What is the "NOT" filter?
A: The "NOT" checkbox next to a filter excludes the selected value from the report.