# Month Wise E-Invoice

<p class="doc-lead">Monthly overview of B2B sale invoices and B2B credit notes with e-invoice generation counts and pending balance. Use it to monitor e-invoice compliance and identify months requiring follow-up.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/sales/reports/month-wise-einvoice-summary?id=overview">Overview</a>
<a href="#/sales/reports/month-wise-einvoice-summary?id=use-cases">Use Cases</a>
<a href="#/sales/reports/month-wise-einvoice-summary?id=filters">Filters</a>
<a href="#/sales/reports/month-wise-einvoice-summary?id=columns">Columns</a>
<a href="#/sales/reports/month-wise-einvoice-summary?id=actions">Actions</a>
<a href="#/sales/reports/month-wise-einvoice-summary?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Sales → Reports → Month Wise E-Invoice</b>.

Report title in ERP: <b>Month Wise E-Invoice</b>

<p><b>What it shows.</b> One row per month with separate sections for B2B sale invoices and B2B credit notes. Each section shows total count, e-invoices generated, and balance (pending or failed).</p>

<p><b>When to use it.</b> Use to assess e-invoice compliance, identify pending IRN uploads, and ensure all eligible B2B transactions are properly reported.</p>

<p><i>Screenshot pending — Month Wise E-Invoice report view.</i></p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Compliance officer</b> — Which months have pending e-invoices that need IRN generation? Run monthly before statutory filing deadlines.</li>
<li><b>Accounts team</b> — Are all B2B sale invoices and credit notes e-invoiced for the current month? Run at month-end for compliance checks.</li>
<li><b>IT administrator</b> — Which months show repeated e-invoice failures suggesting integration issues? Run quarterly to monitor system health.</li>
<li><b>Management</b> — What is the overall e-invoice coverage rate across the financial year? Run for internal audit and statutory review packs.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Year</b> or <b>Date</b> range defining the months included in the report.

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<h2 id="columns">Columns</h2>

<h3>B2B Sale Invoices</h3>

| **Column** | **Description** |
|------------|-----------------|
| Count | Total B2B sale invoices created in the month. |
| E-Invoices | Number of sale invoices with e-invoices successfully generated. |
| Balance | Pending or failed e-invoices (<code>Count − E-Invoices</code>). |

<h3>B2B Credit Notes</h3>

| **Column** | **Description** |
|------------|-----------------|
| Count | Total B2B credit notes created in the month. |
| E-Invoices | Number of credit notes with e-invoices successfully generated. |
| Balance | Pending or failed e-invoices for credit notes. |

<p>Each row represents one calendar month with both sections displayed side by side.</p>

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>What does Balance mean?</b><br><b>Balance</b> is the difference between total B2B documents and successfully generated e-invoices — i.e., pending or failed submissions.</p>

<p><b>Does this include B2C invoices?</b><br>No. This report covers B2B sale invoices and B2B credit notes only. B2C transactions may not require e-invoicing depending on your jurisdiction.</p>

<p><b>What should I do when Balance is high?</b><br>Review failed e-invoice logs, retry IRN generation for pending documents, and check connectivity with the e-invoice portal.</p>

<p><b>Where do I generate e-invoices?</b><br>E-invoices are generated from individual sale invoices and credit notes. See <a href="#/features/e-invoice">E-Invoice</a> for setup and workflow details.</p>
<p><b>Which invoices count as generated?</b><br>Sale invoices and credit notes with successful e-invoice generation in the selected months.</p>

<p><b>What if generation failed?</b><br>Failed attempts may not appear as generated. Retry from the invoice view and reconcile with GST portal.</p>