Sales Invoices — Lines

The Sales Invoices — Lines screen in Manager allows you to view individual line items from all your sales invoices in a consolidated list. It is especially useful for summarizing information, applying filters, or quickly locating specific invoices based on their line-item details.

Accessing the "Sales Invoices — Lines" Screen

1. Navigate to the Sales Invoices tab.

2. Click the Sales Invoices — Lines button at the top of the screen.

You will now see the Sales Invoices — Lines screen, which lists each individual line from all sales invoices.

Columns Explained

The Sales Invoices — Lines screen comprises several columns providing detailed information about each line item:

• Issue Date: Date when the invoice was created.
• Due Date: Date when the invoice payment is due.
• Reference: Your internal reference number for the invoice.
• Customer: Customer name associated with the invoice.
• Description: General summary description of the invoice.
• Item: Name of the specific item listed on each invoice line.
• Account: Name of the account assigned to the line item.
• Line Description: Specific description of the individual item line.
• Qty: Quantity sold of the listed item.
• Unit Price: The price per individual unit.
• Project: Project associated with the invoice line, if applicable.
• Division: Division associated with that invoice line, if applicable.
• Tax Code: The applicable tax code for each line.
• Discount: Any discount applied to the specific line.
• Tax Amount: Tax amount calculated for each line item.
• Amount: Total amount for the specific line item.

Customizing Visible Columns

To customize which columns appear on this screen:

• Click the Edit columns button:

You can select or deselect columns according to the information most relevant to your needs.

For detailed instructions on column customization, please review the Edit columns guide.

Performing Advanced Queries

You can use the Advanced Queries feature to further analyze or manipulate the data within the Sales Invoices — Lines screen. For example, you may wish to group and summarize your sales data by customer and item to see total quantities sold.

Sample query showing the quantity sold per customer and product:

Advanced Queries enable powerful, customized reporting from your invoice line data.