The Reports entry in the rail opens the sales reports: Invoice details, Quote details, Sales summary, Sales by customers, Sales by items, Recurring invoice details, Credit note details, Payments received, Receivable aging summary and details, Customer balance summary and Transactions by customers. See Chapter 19.
5.11Sales reports
Chapter 5 · Sales·1 min read
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5.1Sales OverviewHeadline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time…Sales9.9Accounting reportsReports in the rail opens the financial statements and ledgers: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, Movement of Equity, General Ledger,…Accounting10.10Inventory reportsReports in the rail opens Inventory valuation, Stock summary (with Reserved — held by confirmed sales orders, section 5.6 — and Available), Inventory item…Inventory19.12Consolidated reports for a groupWhen your sign-in belongs to two or more companies and one of them is the parent of a group (Chapter 22, Group), the Reports rail gains a Group…Reports