Invoice Payment Report
This app is useful for obtaining detailed invoices and bills information on a salesperson-by-salesperson basis. This report can also be used to print reports for both salespeople and managers. If a salesperson prints a report, they will only see their own invoice and bill details. Managers, on the other hand, can select multiple salespeople if access-group assignments allow it. This app allows you to obtain all salesperson-specific sales, purchase invoices, bills, credit notes, and debit notes in PDF or Excel format. We have highlighted the reports in red text to make it easy for you to find refund information. It’s a convenient way to track salesperson-specific sales, purchase invoices, and bills. Additionally, you can easily access information on the payments collected by each salesperson. This report is also suitable for daily use.
Features
- Generate reports for single companies as well as multiple companies.
- Multi-company users can print a report for more than one company assigned to them.
- Single company users are only allowed to print their own company’s report.
- You can view the report directly from the wizard.
- You can easily filter payment information by salesperson.
- You can easily print payment reports in PDF and Excel sheets.
- It’s easy to obtain sales information for individual salesperson.
- You can easily calculate the total amount based on different payment methods.
- It’s easy to filter records by different statuses.
- It’s easy to grant access rights to select multiple salespeople from the wizard. If you don’t grant these access rights, the user who is logged in will be automatically selected in this wizard, and only their report will be printed.
- If you have granted rights, the user can select more than one salesperson and generate the report for all of them in PDF/Excel format.
| Select Version | V16, V17 |
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