Sales
The sales section consists of three reports:
Sales by Customer
This report is a summary of all the invoices that you’ve created for the different customers in your organization. Invoices in the Draft status won’t be reflected here.
To view this report:
Navigate to Reports > Sales by Customer.
Click any amount in the report to view its drill down report. You can sort the customers in an ascending or descending order by clicking the up-down arrow next to NAME.
This report has the following sections:
Name
The customer for whom you’ve created invoices period.
Invoice Count
The total number of invoices which you’ve created for the customer.
Sales
The total of all the invoices created for the customer, exclusive of tax.
Sales With Tax. The total amount on all the invoices for the customer, inclusive of tax.
To customize this report:
- Navigate to Reports > Sales by Customer.
Click More Customizations in the top of the page.
You can customize the report based on the following filters:
| Filters | Description |
|---|---|
| Date Range | Generate the report for different time periods or set a custom time period of your own. |
| Include “Sales without Invoices” and “Sales Returns” | Any sales transactions that you record in Zoho Billing other than the invoices like a bank transaction for the customer will also be shown. |
| Include Manual Journals | Any sales entries in manual journals will be displayed. |
Click Run Report.
Sales by Sales Person
This report is a summary of all the invoices and credit notes that different users and sales persons have created in your organization.
To view this report:
Navigate to Reports > Sales by Sales Person.
Click any amount in the report to view its drill-down summary.
This report has the following sections:
INVOICE
Invoices by User
The Others section contains all the invoices created by you or other users in your organization. These invoices are not associated with any sales person.
Invoices by Sales Person
Below the Others section, you’ll be able to find the list of all the invoices created by different salespersons in your organization.
The different fields in the report table are:
Count
The total number of invoices.
Sales
The total for all the invoices, exclusive of tax .
Sales With Tax
The total of all the invoices, inclusive of tax .
CREDIT NOTE
Credit Notes by User
The Others section contains all the credit notes created by you or other users in your organization. These credit notes are not associated to any sales person.
Credit Notes by Sales Person
Below the Others section, you’ll be able to find the list of all the credit notes created by different sales persons in your organization.
Count
The total number of credit notes.
Sales
The total of all the credit notes, exclusive of tax.
Sales with Tax
The total all the credit notes, inclusive of tax.
TOTAL
In this section, we have the total value of the sales made by the users as well as the salespersons in your organization.
This is how the fields in this section will be calculated:
Amounts in invoice - Amounts in credit notes
Sales
The total value of all your sales, exclusive of the tax amount.
Sales with Tax
The total value of all your sales, inclusive of the tax amount.
You can customize this report based on the period for which you want to generate it. To do so:
- Navigate to Reports > Sales by Sales Person.
Select the period for which you want to generate this report from the dropdown.
Thank you for your feedback!