This report helps you categorize sales based on payment status (Paid, Partially Paid, Unpaid). It allows you to track the amounts collected versus outstanding balances for each location, making it easier to follow up on receivables and manage debt collection.
Accessing the Report
Go to Reports > Sales > Sales by Payment Status Report.
Click on the report to view the details.
Searching in the Report
Enter the location name in the search field.
Filtering Results
Click Filter.
You can filter results by:
Payment status
Location
Click Apply.
Sorting Data
Click the Sort By field and choose the preferred option to display report data.
Report Data
Payment Status | Paid, Partially Paid, or Unpaid. |
Location | The branch where the sales were made. |
Sales | Total completed sales (excluding Tax), minus returns and discounts. |
Cost of Goods Sold (COGS) | The total cost of sold products, minus the cost of returned products. |
Gross Margin | Net sales (excluding Tax) minus COGS. |
Sales Tax | Total Tax collected from taxable product sales at all applicable rates. |
Sales (Tax Inclusive) | Total completed sales (including Tax), minus returns and discounts. |
Sold Quantity | Number of products sold before deducting returns. |
Returned Quantity | Number of products returned. |
ℹ️ The table contains multiple columns. Use the scrollbar at the bottom to view all fields.
Exporting the Report
Click Export.
Select xlsx.
The file will be downloaded to your device.
FAQs
1. Does the report update unpaid amounts once invoices are settled?
Yes, unpaid amounts are deducted and added to the paid amounts once the invoices are settled.
2. How can I view total paid and outstanding amounts for a specific period?
From the Sales by Payment Status Report:
Click Filter > Select the payment status > Apply.
3. Why can’t I see all the data in the report?
Use the scrollbar at the bottom of the table to view more data, or click Export to display everything in an Excel file.