Sales invoice reporting (UK only)

1. Access the sales invoice report criteria screen

From the main menu

• Click Reports, click MI Analysis and select Invoice Reports
  The Sales Invoice Reporting screen is displayed

  Open

  

• At the top of the screen, ensure the correct Report Criteria option is chosen - Live Properties is automatically selected

• Use the links to specify criteria for your report, such as:

  • Beside Dates, click Date Range to select dates to report on
    Defaults to report on the invoice date, click Invoice drop down menu for options to report on invoice Due or Created dates

  • Beside Status, click Select one or more status to report on invoice status (e.g. Raised)

  • Beside Property Office, click Select one or more office to narrow down by office

• As well as invoices, you can also report on credit notes, payments and/or returned payments, beside Type, click Invoice and select required items to report on

  Open

  

• When your criteria is set up, click Run Report

2. Invoice list

The invoices included in the report are shown in a grid

• Select an entry in the grid to display more details of the offer in the panels below

• Click a grid column heading to sort the data by that column or click to the right of the heading to group or filter the list

• Right-click an entry for further options, see above

• Double-click an entry to show details of the invoice in a non-editable window

3. Export to Excel

The invoices report can be exported to Excel in various formats

From the screen shown above:

• Click Report (top left)

• Select required export option and click Accept
  Available formats are:

  • Excel Summary - exports to Excel in format of one line per invoice similar to that shown in the Sales Invoices grid, also including vendor name and contact details

  • Excel Detailed - exports to Excel detailing each invoice and its associated costs, also includes separate columns showing debits, credits, costs and balance per item/invoice

  • Sage Export Format - exports to Excel in a format compatible with Sage - for more information, click here: Sales invoice report available in Sage compatible format (UK only)