First of all:
See Analytics in the toolbar
Select Reports
Click Sales and then Issued invoice book in the sidebar
What is the Issued Invoice Book
This is an automated report where all the data about your issued invoices is collected.
You can export each section of the report in Excel or PDF, filter by Tags and choose which is the graphic display that best suits your needs, between the bar and the line. With the star icon you can mark the report as your favorite and see it as soon as you enter the Reports section.
Understand the data
You have the possibility to filter the information you need to consult by date, with a maximum time range of 12 months.
Book Issued invoices
This is the main category , where all the data related to issued invoices are gathered. In the list you will find these data:
Num | The numerical order of the invoices; can be ascending or descending |
Date | The date the invoice was issued |
Type | The type of sales invoice |
Num | The numbering assigned to the sales document |
Account | The ledger account linked to the invoice |
Contact | The recipient of the invoice |
Book Issued invoices - cash criteria
This section includes the cash criteria per quarter with respect to the payment date that you have indicated on your invoice so that it is easier for you to know what they are the invoices to declare for each quarter.
Book invoices issued for taxes
In this section of the report you will find the data on your issued invoices, also including the monetary value of the taxes applied.