# Month Wise Sale
Monthly summary of sales activity with invoice counts, amounts, discounts, tax, returns, and net revenue totals for trend analysis and management reporting.
Overview
Go to Sales → Reports → Month Wise Sale.
Report title in ERP: Month Wise Sale
What it shows. One row per month with sale invoice count, gross amount, discount, taxable value, bill total, balance, return metrics, and Net Total after returns.
When to use it. Use to compare monthly sales volume, track return impact, and support management reporting on revenue performance.
Screenshot pending — Month Wise Sale report view.
Use Cases
- Finance manager — How did total sales revenue vary month over month this year? Run quarterly for MIS and budget variance review.
- Sales head — Which months had unusually high return counts or values? Run after quality incidents or customer dispute reviews.
- Management — What is the net revenue position after sales returns each month? Run at month-end before cash-flow planning.
- Controller — Do monthly invoice counts align with expected sales activity? Run during internal control testing.
Filters
Date, PayMode, Employee. Advanced Filter: Customer, Item, Item Group, Branch, Center.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Month | Calendar month of sales activity. |
| Count | Number of sale invoices in the month. |
| Amount | Total sales amount before discount and tax. |
| Discount | Total discounts on sale invoices. |
| Taxable | Total taxable value. |
| Bill Total | Total of all invoices including tax. |
| Balance | Outstanding receivable balance for the month. |
| Ret Count | Number of return transactions (credit notes). |
| Ret Taxable | Taxable value of returns. |
| Ret Total | Total return value including tax. |
| Ret Balance | Outstanding balance related to returns. |
| Net Total | Net revenue after returns (Bill Total − Ret Total). |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
How is Net Total calculated?
It is Bill Total minus Ret Total for the month, representing actual revenue after returns.
Can I see item-level monthly sales?
Use Month Wise Item Wise Sale for quantity and amount by item per month.
Are credit notes included in return columns?
Yes. Return columns reflect credit notes posted in each month.
Why do return columns show values when we had no returns?
Return columns show zero when no credit notes were posted in that month.
Which date drives the month bucket?
Sale invoice date. Returns do not reduce month sale — review returns report separately.
Why does December not match Sale Report total?
Confirm same branch, status, and date range filters on both reports.