Reports
Simple Invoice provides comprehensive and quick reports in a tabular format:
- Monthly report
- Provides sales information on a monthly basis.
- Daily report
- Provides sales information on a daily basis.
- Sales report
- Gives an overview of sales activities, including the number of invoices issued, quantities, total sales amount, tax, and balance due.
- Sales by Invoice number
- Provides detailed sales data by invoice: invoice date, number, customer, total amount, payments, and balance due.
- Sales by Invoice items
- Details by item: invoice date, number, item name, quantity, customer, total amount, payments, and balance due.
- Sales by Category
- Details by category: number of invoices, quantity, sales total, and profit.
- Sales by customers
- Sales information per customer: number of invoices, total amount, payments, and balance.
- Sales by salesman
- Sales details per salesman: name, invoices, sales total, and profit.
- Sales by salesman items
- Details per salesman and item: item name, quantity, price, sales total, and profit.
- Sales profit
- Shows monthly and daily profit.
Only stock items with Control this item checked are included.
- Inventory report
- Lists current quantities and amounts of all items.
Only stock items with Control this item checked are included.
- Sales return
- Shows returned item quantities based on return invoices.
- Payments report
- Daily payment info: customer name, invoice number, date, method, notes, and amount.
- Overdue Invoices
- Displays overdue days based on invoice due dates.
- Purchase report
- Monthly summary of purchases.
- Profit and Loss report
- Summary of sales revenue and expenses from purchase and expense modules.
Report dashboard
Customize report output: filter by date range, sort by column, group by month/quarter, filter by customer, and hide unnecessary columns.
Cash basis accounting vs. accrual accounting
Daily and Monthly reports can display totals in either cash or accrual basis.
Cash accounting records when money changes hands, while accrual accounting records when revenue is earned or expenses billed.
Cash basis is reflected in the payments column.