Reports
Press the „New” button on the toolbar and select the Reports menu.
The following reports are available
- Invoices
- Invoices by Tax
- Invoices by Customers
- Invoices by Items
- Estimate list
- Purchase Order list
- Credit Note list
- Delivery Note list
- Pro forma list
The following parameters are customizable
- Period interval
- Filter by date, fulfillment, due date
- Sort by ascendant or descendant order
- Beginning and end of serial number
- Currency
- Method of payment
- Invoices, e-Invoices
- Paid, unpaid
Reports settings
Click on the header and set the required parameters.
Reports print
You can save the reports in PDF format by clicking the printer on the Toolbar.
Report of a customer and an item.
Drag in a customer or an item in Reports view and you will immediately see its report.
Templates
Nice, clear-cut, carefully planned reports can be created with Dragon Invoice.