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Help | Reports

This help article applies to version 4.2 of epicraft Invoice

epicraft Invoice provides you with a number of reports aimed at simplifying your administrative work and keep track of your sales. You can preview, print, save as PDF or send them directly by e-mail.

Administrative Reports

Aimed at helping you in your daily work in epicraft Invoice and to simplify your bookkeeping.

Bookkeeping Report

Used to simplify your bookkeeping, enabling you to print a list of invoice related events that you need to do your bookkeeping. The report keeps track of when an invoice was created, paid and if it has been credited.

Just send the report to your bookkeeper or use it yourself.

It can be found from the menu option Tools->Reports->Bookkeeping Report.

Sales Reports

The sales reports in epicraft Invoice enables you to keep track on how your business is doing. It is possible to follow up sales per day, week or month and to view sales generated per customer and item.

Sales by Invoice

Enables you to view a list of all invoices created, and the amount of each invoice for the selected time period.

It can be found from the menu option Tools->Reports->Sales by Invoice.

Sales by Customer

Enables you to view a list of your customers, displaying total sales amount for each during the selected period.
By using this report you can easily view which of your customers generates the most sales.

It can be found from the menu option Tools->Reports->Sales by Customer.

Sales by Item

Enables you to view a list of your items, diaplaying the total sales amount for each, during the selected period.
By using this report you can easily view which of your items generates the most sales.

It can be found from the menu option Tools->Reports->Sales by Item.

Sales by Period (diagram)

Displays sales divided by day, week or month in a nice grapical diagram for the selected time period.
Very useful to analyze sales trends or just view total sales during a selected period.

It can be found from the menu option Tools->Reports->Sales by Period (diagram).

Sales by Customer (diagram)

Displays sales for each customer in a nice graphical diagram for the selected time period.
Very useful to analyze sales trends per customer or just to view total sales per customer during a selected period.

It can be found from the menu option Tools->Reports->Sales by Customer (diagram).

Sales by Item (diagram)

Displays sales for each item in a nice graphical diagram for the selected time period.
very useful to analyze sales trends per customer or just to view total sales per item during a selected period.

It can be found from the menu option Tools->Reports->Sales by Item (diagram).

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