The Invoice Detail Report will provide you with a complete breakdown of all line items invoiced to a customer within the parameters given ie date range
It will allow you to see each invoiced line item - what was sold / who sold it / sold price/cost price/profit in $ / profit in %
Running the Report
- From the Blackpurl Header > Reporting > Reports and then click on Invoice Detail
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007263248/original/YPlTCqkFBU_Q9orvF32FnUtUgsVmV6xweQ.png?1600832274)
- The report will generate with the following default parameters:
- Type: Customer Invoice Detail
- Invoice Date: Last 7 Days
- Sales Types: All
- Item Types: All
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007263253/original/XID43zZwiRCW-spmdyz3AOf7cJmY27QP-g.png?1600832283)
Remember that you can change the parameters by clicking on ![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007263266/original/UmLekJnubTGJIJAH_6cx0dXEdY37BmmxsQ.png?1600832298)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007263266/original/UmLekJnubTGJIJAH_6cx0dXEdY37BmmxsQ.png?1600832298)
For example
- you may wish to report on a specific Salesperson or a specific Sales Type or a specific date range, just change the parameters to suit
**Please note that if you are changing the Invoice Date range to a Custom Date range, due to the volume of data, the system will not allow you to exceed the 30 days date range
- There is also an option to do a Summary only by Invoice
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- The default columns are:
- Type
- Invoice Number
- Invoice Date
- Customer Name
- Salesperson
- Sales Type
- Item Type
- Item Description
- Qty
- Total Price
- Total Cost
- Total Profit
- Total Gross Pct (percentage)
Remember that you can remove or add additional columns by clicking
and selecting or deselecting.
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007263264/original/y9KyUispi5EShbUjULZnq50J3IUuUpCdrA.png?1600832293)
Tip: If you pay your employees commission on parts sold, this report would provide you with a full break down of invoiced items which include profitability and salesperson