# Sale Report

Bill-wise sales summary for a selected period. Lists each sale invoice with customer, payment mode, tax, discount, and balance so you can review revenue and outstanding receivables.

On this page

Overview Use Cases Filters Columns Actions FAQ

Overview

Go to Sales → Reports → Sale Report. Report title in ERP: Bill Wise Sale

What it shows. One row per sale invoice with customer details, payment mode (Cash, Bank, Credit, Prepaid, Digital Wallet, or Split), tax and discount amounts, and the remaining balance. Click an invoice number to open the full sale invoice.

When to use it. Use for daily sales review, month-end receivables reconciliation, and customer collection follow-up.

Report view Billwise Sale4

Filtration — Payment Mode Billwise Sale

Filtration — Date range Billwise Sale1

Filtration — Employee Billwise Sale2

Advanced Filter Billwise Sale3

Use Cases

Accounts receivable team — Which customer invoices are still unpaid, and how much is outstanding by payment mode? Run at month-end or before collection follow-up.
Sales manager — How much did we sell to each customer this month, including discounts and tax? Run weekly or monthly for revenue review.
Finance auditor — Do recorded sale bills match customer invoices and tax registration details? Run during VAT/GST reconciliation or internal audits.
Branch in-charge — What sales were booked at my center in a given period? Run when reviewing branch-level performance.

Filters

Date, PayMode (All, Credit, Cash, Bank, Prepaid, Digital Wallet), Time Offset, Employee, Status (Default, Pre Approved, Manually Closed). The PayMode dropdown has no Split option — PayMode-All includes Split invoices, and Cash / Bank / Digital Wallet also include Split invoices that have a split line on an account of that type. Advanced Filter: Customer, Customer Group, Center, Form Type, State / Province, Zone, Branch, Invoice Route, Customer Route, Brand, Payment Term, Reference name, District / Region, Area, Vehicle No, Secondary Status, Project, Cash Account, Customer Category, Prepared By, Cash Transaction Party (when Cash Transaction Party access is enabled).

For Indian companies, the advanced filter also includes:

| **Filter** | **Description** | |------------|-----------------| | is E-Invoiced | Yes / No / All — whether the sale invoice has a generated e-invoice (IRN). | | is B2B | Yes / No — filters by whether the customer has a GSTN. Yes = B2B (any of GSTN, GSTN 2, or GSTN 3 is filled). No = B2C (all GSTN slots empty). Same logic as the Sale Invoice list filter. See Customers — tax registration numbers. |

Export All applies the same filters, including is B2B when set.

Columns

| **Column** | **Description** | |------------|-----------------| | Date | Sale invoice date. | | Inv No. | System sale invoice number. Click to open the invoice. | | PayMode | Payment mode for the bill (Cash, Bank, Credit, Prepaid, Digital Wallet, or Split). | | Center | Billing or business center. | | InCharge | Employee in charge of the sale. | | Customer | Customer name. | | Tax Reg. No | Customer GSTN or TRN that is valid on the invoice date. See Customers — tax registration numbers. | | Amount | Gross amount before discount and tax. | | Discount | Discount applied on the invoice. | | Amount w/o Tax | Net amount before tax. | | Sub Total | Subtotal after discount, before final tax total. | | Bill Total | Final invoice total including tax. | | Cash | Amount settled through cash. On Split invoices, the portion posted to cash accounts. | | Bank | Amount settled through bank or cheque. On Split invoices, the portion posted to bank accounts. | | Credit | Unpaid or credit portion. | | Balance | Outstanding balance on the invoice. |

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 do I open a sale invoice from this report?
Click the Inv No. link on any row to open the full sale invoice.

Why does one bill show amounts in Cash, Bank, and Credit?
The report splits how the bill was paid or remains due. The Balance column shows what is still receivable. A Split invoice can show amounts in both Cash and Bank when those accounts were used on the Cash Split table.

Can I filter only credit sales?
Yes. Set PayMode to Credit before generating the report.

What is the difference between this report and Sale Report Adv?
This report is bill-level only. Sale Report Adv includes item and batch detail on each line.

Are pre-approved invoices included?
Pre-approved invoices may be excluded from standard sale totals. Confirm the status filter.

Can I filter only B2B or B2C sales?
Yes, for Indian companies. Open Advanced Filter and set is B2B to Yes (any GSTN slot filled) or No (all GSTN slots empty). Useful for GST reconciliation and comparing registered vs retail sales.

Do Cash or Bank PayMode filters include Split invoices?
Yes. Those filters include invoices paid as Cash or Bank, and Split invoices that have a split line on a cash or bank account. There is no Split option in the dropdown — use PayMode-All to see every Split invoice. See Sale Invoice — Split payment mode.

Can I reconcile to month-wise sale?
Totals should match when the same date range, branch, and status filters are applied on Month Wise Sale.