# Bill Wise Profit Report
Shows profit or loss for each sale bill—sale amount, actual cost, profit amount, and profit percentage. Use it to find your most and least profitable invoices and spot loss-making transactions.
Overview
Go to Sales → Profit Report → Bill Wise Profit Report.
What it shows. For each bill: sale amount, sale cost, return amount, return cost, expense, profit, markup %, and margin %. Returns (credit notes) raised against the invoice are netted off so profit reflects the value actually retained. Losses are highlighted on a pink label. Filter by employee, customer, duration, and sort by date, profit, loss, or percentage.
When to use it. Analyse which employees and customers generate the most profit, identify loss-making bills, and review pricing or discount decisions at invoice level.
Bill Wise Profit Report
Filtration — Customer
Filtration — Employee
Filtration — Duration of sale
Filtration — Sort By
Loss will be shown on a pink label.
Use Cases
- Loss bill review — Sort by loss or loss % to find invoices sold below cost.
- Customer profitability — Filter by customer to see which accounts yield the best margins per bill.
- Sales rep audit — Filter by employee to review discounting and margin on their bills.
- Period margin check — Export bill-wise profit for a month to validate gross margin reports.
Filters
- Customer — Limit to one or more customers.
- Employee — Filter by sales employee or in-charge.
- Duration of Sale — Limit bills to a date range.
- Sort By — Date, Profit, Loss, Profit %, or Loss %.
Columns
| **Column** | **Description** |
|------------|-----------------|
| **Date** | Date of the sale invoice. |
| **Inv No.** | Sale invoice number. |
| **Customer** | Customer on the bill. |
| **Salesman** | Sales employee associated with the bill. |
| **Sale Amount** | Taxable sales value of the invoice (total less creditable tax). |
| **Sale Cost** | Cost of goods sold for the invoice. |
| **Return Amount** | Taxable value of returns (credit notes) raised against the invoice. |
| **Return Cost** | Cost of goods sold reversed for the returned items. |
| **Expense** | Bill-wise expenses recorded on the invoice (net of tax). |
| **Profit** | (Sale Amount − Sale Cost) − (Return Amount − Return Cost) − Expense. |
| **Markup %** | Profit as a percentage of net cost (Sale Cost − Return Cost). |
| **Margin %** | Profit as a percentage of net sale (Sale Amount − Return Amount). |
Loss rows are highlighted with a pink label when profit is negative.
Actions
- View Details — Open the full sale invoice from a bill row.
- Export — Download to Excel or PDF for margin analysis.
- Print — Print the bill-wise profit list.
- Filter & Sort — Adjust customer, employee, duration, or sort order.
FAQ
Why is a bill shown as a loss?
When the profit is negative—because sale cost, returns, and expenses together exceed the net sale value (from low pricing, high discounts, cost updates, or returns)—the row is displayed on a pink label.
How is sale cost determined?
Sale cost is the cost of goods sold posted for the invoice, derived from item cost at the time of sale based on your inventory costing method.
Are returns included?
Yes. Returns (credit notes) raised against an invoice are netted off in the same bill row. The Return Amount and Return Cost columns show the reversed sale value and cost, and profit is reduced accordingly—so each bill reflects the value actually retained after returns.
What sort options are available?
Sort by date, highest/lowest profit, highest loss, profit percentage, or loss percentage.
Are expenses on the invoice included?
Yes. Bill-wise expenses recorded on the sale invoice (net of tax) reduce the profit for that bill.
Do credit notes appear?
Yes. Credit notes linked to an invoice are treated as returns and netted against that bill's sale amount and cost, so their impact is reflected directly in the bill's profit.