The Graph feature for each document type (i.e Invoices or Credit notes) in Documents on the Default ribbon, allows you to filter, analyse and view your Invoices or Credit notes in a graph using various options to include or exclude in the graph, i.e.: 

  • Document types - Select the Invoices or Credit notes document type. 
  • Document status - Select All, Posted or Unposted Invoices or Credit notes. 
  • Filter options - Select the various options to include or exclude data to be included in the graph, etc. 

The following two (2) graph reports to analyse your Invoices for a specific period, may be printed:

  • Graph - Invoices - Credit notes per month - Quantities - displays the total quantities of items on the "Quantity shipped" field of Invoices and Credit notes per month in a bar chart. 
  • Graph - Invoices - Credit notes per month - Amount - displays the total amount (exclusive of tax (VAT/GST/Sales tax)) of Invoices and Credit notes per month in a bar chart.

This graph only includes Invoices and Credit notes which are posted. Unposted Invoices and Credit notes will be NOT be included in this graph.

To view a list of unposted documents, which is not updated to the ledger, go to Input → Checking unposted items (Default ribbon).

Graph - Invoices - Credit notes per month options

To print Graph - Invoices - Credit notes per month reports: 

  1. On the Reports ribbon, select User reports → Graphs → Graphs per month →  Sales → Sales per period. 

  1. Select the following:
    1. Report - Select the Graph - Invoices - Credit notes per month - Quantities or Graph - Invoices - Credit notes per month - Amount report.
    2. Period - Select a period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates to include in the graph. 
  1. Click on the OK button. 

Printed : Graph - Invoices - Credit notes per month - Quantities

An example of the "Graph - Invoices - Credit notes per month - Quantities", is as follows:

The details is as follows:

  1. Vertical Axis - The total quantities on Invoices and Credit notes per month.   
  2. Horizontal Axis - This is the Year and Month ("YYYYMM" format) in the calendar year. 
  3. Totals - Quantities - The total quantities of all Invoices minus Credit notes for the selected period.

Printed : Graph - Invoices - Credit notes per month - Amount

An example of the "Graph - Invoices - Credit notes per month - Amount", is as follows:

The details is as follows:

  1. Vertical Axis - The total amount for Invoices and Credit notes per month.   
  2. Horizontal Axis - This is the Year and Month ("YYYYMM" format) in the calendar year.  
  3. Exclusive total - The total amount (exclusive of tax (VAT/GST/Sales tax)) of all posted Invoices minus posted Credit notes for the selected period.