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User Guidev1.20260910.3
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Sales & Invoicing
About Sales & Invoicing
Sales Dashboard
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Sales Documents
Payments
Reports
My Reports
Balance Statement
Daily Sales Reports
Sales Reports by Period
Sales & Invoices Reports
Journal Caisse
BL invoicing status
Documents & Payments
Sales by VAT
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MCP Documentation
RedERP MCP ServerNew
  1. Sales & Invoicing
  2. Reports

Reports

Nine sales reports — from custom report models to daily, period, VAT and payment analyses — with PDF, Excel and CSV export.

The Reports group turns your sales documents into figures you can share: build your own report models, check client balances, review daily or period sales, follow which delivery notes are invoiced and how documents were paid. Every report has filters (dates, clients, branch, fiscal year…) and can be exported or printed.

Reports

My Reports

Report models you build, save, share and run with PDF/XLSX/CSV export.

Reports

Balance Statement

What each client owes: invoiced, received and remaining balances.

Reports

Daily Sales Reports

Sales of a day by document, payment and product; email and export.

Reports

Sales Reports by Period

Sales between two dates, grouped and totalled.

Reports

Sales & Invoices Reports

Multi-window comparison of sales and invoices with PDF, XLSX, CSV and TXT export.

Reports

Journal Caisse

Cash journal: receipts on delivery notes, wallet and cheques for a period.

Reports

BL invoicing status

Which delivery notes are invoiced, partially invoiced or still to invoice.

Reports

Documents & Payments

Documents side by side with the payments recorded against them.

Reports

Sales by VAT

Sales totals split by VAT rate for tax declarations.

Related

  • Payments
  • Sales Dashboard

Payment Types

My Reports

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RedERPUser Guide v1.20260910.3