Use sales reports
Analyse invoices, payments, estimates, proposals, items, taxes and credit notes. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What you’ll accomplish
Analyse invoices, payments, estimates, proposals, items, taxes and credit notes. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Go to Reports → Sales.
- Select the required date range and confirm whether the report uses creation, due, payment or activity dates.
- Apply customer, status, staff, group, currency or other filters needed for a like-for-like result.
- Check totals and drill into the source records when a figure appears unexpected.
- Change grouping or chart options only after confirming the base filters.
- Export or print the result when required, then protect the downloaded file according to company policy.
- Record the filters used so another authorised user can reproduce the result.
Fields and decisions to review
Customer and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Invoice number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Currency and payment termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Taxes, discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Client note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Checks before you finish
- Confirm the customer and currency before adding items.
- Review totals and tax treatment before sending.
- Do not edit a paid invoice without following the organisation’s accounting procedure.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit notecheckreporttaxcurrencyapprovalsales accountingexpenseclient portalnotificationscustomersleads
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