This report summarizes invoices without detailed information about their items. Choose Reports > Invoice Totals to open the conditions window with these fields:
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Conditions: #
- Branch: Select the branch whose invoices should be displayed.
- Warehouse: Select the warehouse whose invoices should be displayed.
- Cost Center: Select a cost center to display invoices recorded for it.
- Customer Account: Select a customer account to display invoices carrying it in Customer Account.
- Customer: Select a customer to display invoices carrying that customer account.
- Payment Method: Select a payment method to display invoices using it.
- From Number / To Number: Specify a number range to include invoice numbers within it.
- From Date / To Date: Specify a date range to include invoices dated within it.
- Description Contains / Does Not Contain: Enter text to include or exclude invoices according to their descriptions.
Advanced Conditions #
- Advanced Invoice Conditions: Specify advanced invoice conditions to include matching invoices. These are explained in the Detailed Invoice Transactions report guide.
- Advanced Audit Conditions: Specify audit conditions such as invoices added or modified by a particular user.
Currency and Exchange Rate: #
Select the report currency and its exchange rate relative to the base currency.
Fields: #
Choose fields to display in the report. Most come from the invoice record.
Options: #
The options section includes:
- Show Sequence Number: Display sequential numbers for report rows.
- Finalized Invoices: Include finalized invoices.
- Unfinalized Invoices: Include unfinalized invoices.
- Combine Gifts with Quantity: Combine total item quantities and total gift quantities in one column.
- Separate Line Discounts from Overall Discount: Display line discounts separately from the overall invoice discount.
- Separate Line Surcharges from Overall Surcharge: Display line surcharges separately from the overall invoice surcharge.
Report Grouping: #
Break Down by Invoice Type: Add subtotal rows below the report grouped by invoice type, such as purchase, sales or purchase return.
Break Down by Invoice Category: Add subtotal rows below the report grouped by invoice category, such as purchase, sales or purchase return.
Break Down by Payment Method: Add subtotal rows grouped by payment method, distinguishing incoming and outgoing transactions within each method.
Invoice Types: #
Select the invoice types to display. For example, choosing Purchases includes only purchase invoices.
Enable Also Show Invoice Types That Do Not Affect Quantity to include both quantity-affecting and non-quantity-affecting types. When disabled, non-quantity-affecting types are omitted, as shown below:
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Show: #
Display the report using the preceding conditions.
Print: #
Click this button to print the final report.
Close: #
Close the report conditions window.
Examples of Information Available from the Invoice Totals Report:
- Total purchase invoices.
- Total finalized purchase invoices only.
- Total sales invoices for customer Tarek.
- Total sales invoices issued from the main warehouse.
- Total invoices charged to the Building One cost center.
- Total sales invoices handled by representative Imad.
- Total stock-in invoices numbered 1 through 52.
- Total invoices entered during the first month.
- Total invoices whose descriptions contain Al Sham Company Shipping.
- Total invoices whose Mr./Recipient field contains Walid.
- Invoice totals with subtotals grouped by invoice type below the report.
- Invoice totals with subtotals grouped by payment method below the report.
- Total credit sales invoices for Hossam numbered 1 through 25.
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