Besides generating quotation reports, Deskera users can create their sales invoice reports based on the time frame they preferred. Enter the date range; daily, weekly, bi-weekly, monthly, or yearly as your preferred.
If you are generating hundreds and even thousands of invoices monthly, it can be quite troublesome to search for that one specific invoice amongst hundreds of invoices in the system. Deskera users can use the functionality by indicating the contact code in the search criteria on this page. Then the sales invoice report will be generated based on your filter selection.
Search criteria box
Click on the arrow at the top right of the page.
In the Invoice Report List, users can view the invoice date, invoice number, contact, the due date, total amount, tax amount, exchange rate, the amount in the base, and related document. Users can choose to download the report in Excel or PDF format by clicking on the arrow button at the top right corner of the page.
To edit, share, and export the quote report, click on the drop-down arrow next to the Invoice List Report. You can choose to view the statement, share the story via a link, embed link or snapshots, export the file as CSV or copy the panel JSON to clipboard.
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