The Item Sales Statistics report calculates sales information, including Quantity, Amount, and Average Price, for items that match the specified item name.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folders the report should search within.
• Date Range: Specify the desired timeframe for your report.
• Item Selection: Click [Load from Item List] button to select the items.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display in report.

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

Here is a sample output of the report:

The post Item Sales Statistics appeared first on Quick Receipt Help Center.

The Customer Report provides sales statistics organized by customer.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folder(s) you want to include in the report’s search.
• Date Range: Define the desired timeframe for the data.
• Customer Selection: Choose to list all customers, only those not in your customer list, or a selection of specific customers.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display .

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

 
Here is a sample output of the report:

The post Customer Report appeared first on Quick Receipt Help Center.

Icon Bar and Preview Screen

At the top of the Sales Invoice screen, you’ll find the Icon Bar, offering convenient functions:

• Save – Save the current invoice
• Generate – Generate a packing list from the current invoice
• Print – Print the current invoice. Click the dropdown button to choose Print Two Copies
• Mail – Mail the current invoice as PDF. Click the dropdown button to choose Mail as JPG
• Export – Export the current invoice into PDF or JPG

The preview screen is located on the right-hand side and will automatically refresh whenever changes are made to the invoice.

Main Tabs

The screen is divided into three main tabs: Document Details, Private, and Printed Records.

1. Document Details

   This tab allows you to prepare the sales invoice. The document number is automatically assigned based on your settings. Here, you can specify the date, enter customer and item information.

   

   To add items, simply click the [Load from Item List] button below the item table, which can load information from the Item List. Configurable options such as discount, tax, and tendered can be enabled or disabled. To input a discount or tax, click the […] button on the right, allowing you to enter either a percentage or a value. Total and other relevant fields will be automatically calculated.

   

   Please note that the layout and fields may vary depending on your individual design preferences of the document.

2. Private

   In this tab, you can set the document status and add private comments. Any information entered under this tab will not be displayed in the output document.

   

3. Printed Records

   Whenever a document is printed, a copy is saved, and those copies are listed in this tab. By clicking on the printing time, you can access the related printed copy for reference.

   

The post Sales Invoice appeared first on Quick Receipt Help Center.

Mastering the Main Screen

The main screen is your central hub for all document management in Quick Receipt. Designed for efficiency, it gives you a complete overview of all your documents in one place.

• The Icon Bar: Located at the top, the Icon Bar provides quick access to all essential functions. With a single click, you can Create a new Sales Invoice, Receipt, or Packing List. You can also Edit, Print, or Delete any selected document.
• Find What You Need: On the right side of the Icon Bar, the Search function allows you to instantly locate any document by a keyword.
• Manage Your Documents: All your documents are displayed in a clear, tabular format below. To edit a document, simply double-click on its entry. For more options, such as changing a document’s status or highlighting it, right-click on any document to reveal a convenient pop-up menu.
  

The post Document List appeared first on Quick Receipt Help Center.