Sales Invoices — Lines

The Sales Invoices tab in Manager provides a comprehensive list of all your sales invoices. For detailed analysis or to find specific entries based on individual line items, you can view all the line items from your sales invoices in one place.

Accessing Sales Invoice Line Items

To view the line items from all sales invoices:

1. Navigate to the Sales Invoices tab.

   Sales Invoices

2. Click on the Lines button at the top right corner of the screen.

   SalesInvoices-Lines

   This will open the Sales Invoices - Lines screen, displaying all individual line items from your sales invoices.

Understanding the Columns

The Sales Invoices - Lines screen features several columns, each providing specific details about the line items:

• Issue Date: Displays the date the invoice was issued.
• Due Date: Shows the invoice's due date.
• Reference: Indicates the reference number of the invoice.
• Customer: Displays the customer's name.
• Description: Provides the description of the invoice.
• Item: Shows the name of the item for each line item.
• Account: Displays the account associated with each line item.
• Line Description: Provides the description of each line item.
• Qty: Indicates the quantity for each line item.
• Project: Displays the project associated with each line item.
• Division: Shows the division associated with each line item.
• Tax Code: Indicates the tax code for each line item.
• Discount: Displays any discount applied to each line item.
• Tax Amount: Shows the tax amount for each line item.
• Amount: Indicates the total amount for each line item.

Customizing Displayed Columns

You can choose which columns to display to suit your needs:

1. Click the Edit Columns button.

   Edit columns

2. Select or deselect the columns you want to display.

For more information, see Edit Columns.

Analyzing Data with Advanced Filters

Utilize Advanced Filters to manipulate and analyze the data on this screen further. For example, since this view displays lines from all sales invoices, you might want to check the quantity sold on invoices, broken down by customer and item.

By applying filters and grouping options, you can generate customized reports that provide valuable insights into your sales data.