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The Sales Order Invoices Report gives you a detailed view of the invoices generated from your sales orders. It keeps billing in line with sales order activity and gives you clear visibility of sales revenue.
Use this report to:
Track invoices issued against sales orders.
Review the order references linked to customer purchase orders.
Monitor revenue from sales transactions.
Check invoice values, including VAT.
Make sure every sales order is accurately invoiced and recorded.
Getting There
To access the Sales Order Invoices Report:
Open the Invoices module.
Select Sales Order Invoices.
The report will display using the default criteria.
Select Apply Filters to refine the results.
Choose the required filters, then select Apply to update the report.
Available Filters and Their Impact
Use the available filters to refine the invoices displayed in the report:
Period: Filters the report by invoice date, showing only sales order invoices issued within the selected date range.
Use a shorter period for recent invoice checks, or a longer one for revenue analysis and reporting.
Invoice Number: Filters the report to show specific invoices.
Ideal for locating or validating a specific invoice.
Sales Order No: Filters the report by the selected sales orders.
Useful for reviewing the invoices linked to a specific sales order or transaction.
Order Ref: Filters the report by the order reference recorded against the sales order.
Helps you match invoices against customer purchase orders or internal references.
Column Breakdown and Key Fields
Each row in the report represents a sales order invoice.
Column Name | Description |
Invoice Number | The unique reference number assigned to the invoice |
Invoice Date | The date the invoice was issued |
Sales Order Number | The unique sales order number associated with the invoice |
Order Reference | The purchase order or reference number linked to the sales order |
Invoice Value Excl. VAT | The total invoice amount excluding VAT |
VAT | The total VAT amount applied to the invoice |
Invoice Value Incl. VAT | The total invoice amount including VAT |
The Invoice Value Excl. VAT, VAT, and Invoice Value Incl. VAT columns are taken directly from the invoice totals. This keeps your financial reporting accurate and in line with recorded sales orders.
The Sales Order Invoices Report is a key tool for tracking and managing sales order billing in Service Geeni.
With this report, you can:
Monitor all invoices generated from sales orders.
Check order references and the billing details linked to them.
Track revenue and VAT for financial reporting.
Keep sales orders and invoicing records consistent.
Review this report regularly, especially during billing cycles and financial reporting periods, to make sure all sales order invoices are accurate and complete. Targeted filters help you isolate specific orders or invoices, making reconciliation, audits, and sales performance tracking quicker.