Sales Reports

Sales Reports is the largest report group in the system. It covers what customers owe, how overdue it is, what has been collected, what has been sold and what it earned. All of it runs from Reports > Sales with the same filter panel and the same PDF or Excel output.

Running any sales report

Go to Reports > Sales and choose the report. Set the filters on the right, then click Print. These filters recur across the group, so they are described here once rather than under each report.

Customer balances

Customer Balance Letter

A formal letter stating what a customer owes, for periodic audits or before starting debt recovery. It carries the customer's name and address, a reference and date, the outstanding balance as at that date, and the invoices and payments behind it. Layouts are flexible, so you can use your own template.

Generate it from Reports > Sales > Editor: select Customer Balance Letter, choose the customer and the template, then Print.

General Sales Report

Debit and credit movement per customer, for reconciling accounts and seeing the net receivables position. Columns: customer name, sale area, currency, debit, credit and customer balance.

Customer Balance with Last Transactions

A snapshot of a customer's outstanding balance alongside their most recent movements, for verifying the latest activity quickly. Columns: date, reference, debit, credit and the final customer balance.

Customer Branch Balances

Customer accounts broken down by branch, showing how each branch's activity contributes to the overall balance. Show Branch Wise switches the branch-level grouping on or off. Columns: customer name with its branches, open balance, debit, credit and outstanding.

Customer Balances Transaction

Outstanding balances tracked transaction by transaction, so you can see what has been paid against each entry. Show Balance changes how the balance figures are presented. Columns: transaction type, customer reference, date and due date, debits, credits, allocated and outstanding.

Customer Balances - Item Detailed

Customer balances with item and tax detail, linking product quantities and rates to the balance figures. Filter by location as well as area and salesperson.

Customer Trial Balance

Every customer as a debit and credit line, with a grand total — the receivables equivalent of a trial balance. Columns: customer name, debit, credit, balance, grand total.

Collections and aging

Aged Customer Analysis

Outstanding balances bucketed by how overdue they are.

Run the aged analysis before the balance letters, not after. Chasing everything a customer owes is far less effective than chasing the part that is ninety days late.

Customer Outstanding Summary Report

Each customer's movement across the period in one row: opening balance, sales invoices, sales returns, other debits, credits, and the closing balance.

Customer Receipts

Payments received, and which invoices they settled. Columns: payment reference and date, amount, allocated, unallocated balance, memo, and the invoice reference, date and amount each receipt was applied to.

Salesman Recovery - Summary

Collection performance by salesperson — the customers assigned to them, sales generated, payments actually recovered, and the balance still to collect, with a grand total across the list.

Sales analysis

Sales Summary Item Detailed

What was sold, to whom, and whether it has been settled — summary figures with item-level detail underneath. Columns: invoice reference, customer name, item details with quantities and rates, paid and unpaid status, and total amount including tax.

Customer Sales History

Sales by customer across a financial year, one column per month from April to March, with a total per customer and a grand total per month. The report for seeing which accounts are growing and which are drifting away.

Salesman Listing

Performance per sales representative: total sales, their share of company sales as a percentage, transaction count and average sale value.

Sales Summary Report

Sales by customer with the tax broken out. Columns: customer name, total sales, tax components such as GST, CGST and SGST, discount, net sales, and a grand total.

Sales Profitability Report

What each customer actually earned you. Columns: net sales, cost of goods sold, gross profit, and gross profit percentage, with cumulative totals.

Read profitability alongside the sales summary. A customer at the top of the sales list and the bottom of the margin list is costing you more to serve than they appear to be worth.

Document summaries

Sales Order Summary

Orders on the books: order number, customer, branch, their order reference, order date, delivery destination and order total.

Sales Quotes Summary

Quotations issued: quote number, customer, branch, their reference, quote date, delivery destination and quote total.

Sales Return Summary

Returns and credit notes: return number, customer, branch, return date, the location that took the stock back, and return total.

Customer Detail Listing

The customer master as a printable document — customer and branch names, contact address, phone and email, tax group and GST number, assigned salesperson and sales area, credit limit and payment terms, and default currency.

Related pages

• Report Editor — designing the printed layout
• Customers — the data these report on
• General Ledger Reports — the accounting view
• Tax Reports — what you file