How to use the Sales Invoice Report

This report shows all billing history between your company and your customers. In short, everything your customers have bought from your company. You can immediately see the owing balance on your account by age and reminders of the due dates on all invoices awaiting payment. The information displayed is sorted by date, oldest to newest.

Sales invoice report filters

The report allows filtering by date range (months) or day. Use the ‘type’ filter for invoices, payments, credits, or write-offs. Use the ‘Paid/Unpaid’ filter to look at paid, unpaid, or overdue invoices. Use the frequency filter to look at monthly or one-off invoices. 

The results panel shows the following information;

• Invoice: This will show one of three data points;
  • Invoice reference number. Invoice numbers are shown in blue.
  • Payments. Payment references will start with "P-" followed by the invoice reference associated with the payment. Payments are shown in green.
  • Credit note. Credit notes will start with "C-" followed by the invoice reference associated with the credit. Credits are shown in green.
• Download. Select the PDF or CSV to download the associated file.
• Sub Total. The net amount of the invoice before taxes.
• VAT Amount. The amount of VAT (Value Added Tax) associated with the invoice.
• VAT Rate. The applicable VAT (Value Added Tax) associated with the invoice at the point the invoice was created.
• Total. The gross invoice amount, including taxes.
• Balance. The amount owing for a given invoice.
• Payment. The amount associated with a payment.
• Month Year. The billing period associated with an invoice.
• Type. M = Monthly invoice, O = One-off invoice.
• Name. The company the invoice is for.
• Type. The type of customer. This can be Channel or Customer.
• Invoice Date. The date the invoice was created.
• Age. The number of days since the invoice was created.
• Due Date. Payment for the invoice should be made before this date. After this date, an invoice becomes overdue.
• Overdue. The number of days an invoice has passed its due date.
• Paid. The date on which a payment or credit note was created.
• Payment Type. This can be BACS (Bank Transfer), CC (Credit Card), DD (Direct Debit), or Cheque.
• Credit Note. Click the add option to create a credit.

Credit note creation

To create a credit note, click the add option in the credit note column. This screen will be shown

Complete the information in the credit note detail screen, paying attention to available options.

Click submit to complete.

What your customers see

When your customers log in to  Metis they will have a menu option called ‘Invoice Report’.

This will show the same information that you see in the Sales report. It has the same filters and allows users to download copies of invoices, credit notes, or ‘Statement of Account’ to CSV. It is also colour coded in the same way you see the data using the Sales report. Your customer will see billing information relative to their pricing.

File Downloads

Click  Download Statement of account to download a CSV file with all billing history.

Click the  PDF button in the download column to download your invoice or credit note.

Click the  CSV button to download a breakdown of the items within the associated invoice. CSV downloads are only available from 2020 onwards and only for Monthly invoices.

CSV file data

The CSV file gives an itemised breakdown of the information within the PDF invoice. It has the following data within the file.

Company. The company the billed service is associated with.

Description. The service that has been billed.

Quantity. The total amount of units that have been billed.

Reference. The associated broadband order, wlr3 order, and hardware order reference.

Period. The billing period of the service.

Unit Price. The service cost. For call charges, this will show as N/A.

VAT(%). The applicable VAT rate at the point the invoice was created.

Amount GBP. The amount in GBP (Great Britain pounds) billed to the company.

Colour Markers