Generate the following reports by specifying your criteria. When the business type is Community & Comprehensive school, the heading of the page changes Income .

Tip: To quickly access the reports you need, save your reports as favourites. 

• Aged Customer Balance Detailed
• Aged Customer Balance Summary
• Batch Sales Invoice Print
• Customer Activity
• Customer Statement
• Price History
• Product Price List
• Recurring Sales Invoice
• Recurring Sales Invoice Detailed
• Recurring Template
• Sales Invoice & Credit Notes
• Sales Invoice Detailed
• Sales Invoice Margin
• Sales Quotes / Orders Report

Aged Customer Balance Detailed

The report generates the customer-specific details of outstanding customer balances from the transaction creation dates until 30, 60, 90, 120, 150 and 180 days and after. The report gives transaction-wise details for each customer. For example, if a sales invoice is created on 01 January 2021 and it is still outstanding on 01 February 2021, then the report will show it as aged for 30 days. If no receipt is generated even after 01 February, the time will increase.

To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Aged Customer Balance Detailed.

2. The Aged Customer Balance Detailed page appears. Set your custom criteria based on the guidance given below.

3. Optional. To customise the information the report will display, click Advanced Settings.

4. Optional. To use the Advanced Settings, see the image below.

5. To generate the report, click Run.

6. The report is generated.

Aged Customer Balance Summary

The report generates the customer-specific summary of outstanding customer balances from the transaction creation dates until predefined periods of 30, 60, 90, 120, 150 and 180 days and after. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Aged Customer Balance Summary.

2. The Aged Customer Balance Summary page appears. Set your custom criteria based on the guidance given below.

3. To generate the report, click Run.

4. The report is generated.

To customise the report headings and use additional options, click Advanced Settings.

Batch Sales Invoice Print

Generate the reports you need and print them in batches by specifying your criteria. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Batch Sales Invoice Print.

2. The Batch Sales Invoice page appears. Enter your criteria based on the guidance below.

3. To generate the report, click Run.

4. The report generates the documents in batches. To view the batch, scroll down. Click Print on the top-right corner.

Customer Activity

This report generates various sales invoice statuses and a corresponding value, if applicable. The various stages are Invoice, Allocation, Payment and Outstanding. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Customer Activity.

2. The Customer Activity page appears. Enter the criteria based on the guidance below.

3. The report is generated.

To customize the report headings and use additional options, click Advanced Settings.

Customer Statement

The Customer Statement report generates the summary of all transactions or the outstanding balances in one or more customer accounts.

To generate the report, complete the following steps:

1. On the Reports page, under the SALES heading, click Customer Statement.

2. The Customer Statement page appears. To generate the report, enter your criteria as given below.

3. To generate, click Run. The report is generated.

Additional Options

After generation, the toggle button under the Send Statement heading allows you to do the following three things. Click the button and toggle.

• To view a preview of the data, retain the default Always option and click the Preview button above.
• To not send the report by email to a customer by email now, click and move to Not Now. This is for your record only and does not prevent you from actually sending the report by email.
• To never send the report by email to a customer by email now, click and move to Never. This is for your record only and does not prevent you from actually sending the report by email.

Price History

The Price History report generates the history of product details and their prices and customer-wise purchase history and any changes to these data.

To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Price History.

2. The Price History page appears. Enter the criteria as given below.

3. To generate the report, click Run. The report is generated.

Additional Options

• To customise the report headings and use other options such as Sorting, click Advanced Settings.
• To print the report, click Print.
• To export the report to Excel, click Excel.
• To save the report in the PDF format, click Save.
• To email the report, click Email.

Product Price List

The Product Price List report generates the list of products you set up and their details such as price, category and description.

To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Product Price List.

2. The Product Price List page appears. Enter the criteria as given below, if necessary, else, click Run to generate the details of all products.

3. To generate, click Run. The report is generated.

Additional Options

• To customise the report headings and use other options such as Sorting, click Advanced Settings.
• To print the report, click Print.
• To export the report to Excel, click Excel.
• To save the report in the PDF format, click Save.
• To email the report, click Email.

Recurring Sales Invoice

What does it do?

The Recurring Sales Invoice report generates the summary of recurring sales invoices. You may generate all recurring invoices or specify your criteria.

Steps to generate

1. On the Reports page, under the SALES heading, click Recurring Sales Invoice.

2. The Recurring Sales Invoice page appears. Enter the criteria as given below, if necessary, else, click Run to generate the summary of all recurring invoices.

3. To generate the report, click Run. The report is generated.

Additional Options

Adding or Removing Report Columns

You can add or remove the report headings by completing the following steps.

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. Use the Include and Exclude sections to add or remove headings.

3. Click Update.

Setting How the Report Columns will be Sorted

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. 1 allows you to set the column on which the report will be sorted. Use 2 to set a secondary sorting and the columns will be sorted based on:

3. To view the total transaction value based on the sorted columns, tick Total.

4. To view only the total transaction value in the report, tick Total Only.

Viewing Invoice Emailed Status

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. Select the email status from the MAIL STATUS list and click Update.

Recurring Sales Invoice Detailed

The report generates both the summary and the details of the posted recurring invoices. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Recurring Sales Invoice Detailed.

2. The Recurring Sales Invoice Detailed page appears. Enter the criteria as given below, if necessary, else, click Run to generate the summary of all recurring invoices.

3. To generate the report, click Run. The report is generated.

Additional Options

Adding or Removing Report Columns

You can add or remove the report headings by completing the following steps.

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. Use the Include and Exclude sections to add or remove headings.

3. Click Update.

Setting How the Report Columns will be Sorted

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. 1 allows you to set the column on which the report will be sorted. Use 2 to set a secondary sorting and the columns will be sorted based on:

3. To view the total transaction value based on the sorted columns, tick Total.

4. To view only the total transaction value in the report, tick Total Only.

Viewing Invoice Emailed Status

1. Click the Advanced Settings button.

2. The Advanced Settings window appears. Select the email status from the MAIL STATUS list and click Update.

Recurring Template

BrightBooks provides three frequency-based templates for creating Recurring Invoices — weekly, monthly and yearly. The report generates the recurring invoice summary template-wise. To generate the report, complete the steps below.

1. On the Reports page, under the SALES heading, click Recurring Template.

2. The Recurring Template page appears. Enter the criteria as given below, if necessary, else, click Run to generate the summary of all templates, if available.

3. The report is generated.

Sales Invoice & Credit Notes

This report shows a summary of all invoices and credit notes within a time period based on the filters you set. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Sales Invoice & Credit Notes.

2. The Sales Invoice/Credit Note Report page appears. Enter the following details.

3. To generate the report, click [Run]. The report is generated.

4. View the report.

Sales Invoice Detailed

This report generates the summary or details of invoices generated specific to products and customers depending on the criteria you set. You can generate a summary or detailed invoice by specifying the product code, category or analysis code. To generate the report, complete the steps.

1. On the Reports page, under the SALES heading, click Sales Invoice Detailed.

2. The Sales Invoice Detailed page appears. Enter the following details.

3. To generate the report, click [Run].

4. The report is generated, 

Summary

Sales Invoice Margin

This report shows the difference between the sales price and the purchase price of products and gives the percentage of the margin. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Sales Invoice Margin.

2. The Sales Invoice Margin page appears. Enter the following details.

3. To generate the report, click [Run].

4. The report is generated, as shown below.

Sales Quotes / Orders Report

This report gives the summary of all customer quotes or orders during a time period you have set. You can also set other filters based on which the report will be generated. To generate the report, complete the following steps.

1. On the Reports page, under the SALES heading, click Sales Quotes / Orders Report.

2. The Sales Quotes/Orders Report page appears.

3. To generate the report, click [Run].