The Invoice Report exports invoice line items by customer for a selected invoice-date range.
What this report is for
Use Invoice Report when you need invoice line detail by customer, part, invoice date, quantity, and sales amount.
This report is based on invoice date. Use Sales Analysis Report when you need shipment-date margin analysis.
Screen path
Dashboard > Sales > Reports > Invoice Report
Filters and actions
| Control | What it does |
|---|---|
Start |
Beginning invoice date. Defaults to the first day of the current month. |
End |
Ending invoice date. Defaults to the last day of the current month. |
Generate |
Loads report data for the selected date range. |
Export to Excel |
Downloads a CSV file for the report after it has loaded. |
Start and end dates are required. Start date cannot be after end date.
Report columns
| Column | What it shows |
|---|---|
Cust ID |
Customer code. |
Customer Name |
Customer name. |
City |
Billing address city. |
ST |
Billing address state. |
Zip |
Billing address postal code. |
Part Number |
Invoice line part number, Non-Inventory, or synthetic SHIPPING row. |
PL |
Product line. Shipping rows use sh; non-inventory rows use non. |
Description |
Invoice line description or inventory description fallback. |
Invoice |
Invoice number. |
Invoice Date |
Invoice date. |
Qty |
Invoice line quantity. Synthetic shipping rows use quantity 1. |
Sales |
Invoice line amount or shipping charge amount. |
The footer shows total quantity and total sales.
What happens behind the scenes
PAX reads non-void invoices in the selected invoice-date range, their invoice lines, customer data, billing address data, and inventory descriptions/product lines.
If an invoice has a shipping charge but no FREIGHT or SHIPPING invoice line, PAX adds a synthetic SHIPPING row so the charge appears in the export.
Running or exporting the report does not update invoices, invoice lines, customers, inventory, shipping charges, or accounting.
Troubleshooting
No invoices are found
Likely cause: No non-void invoices have invoice dates in the selected range.
Safe fix: Widen the date range or confirm the invoice date in Invoicing.
Contact support if: A non-void invoice in the range still does not appear.
Totals differ from Sales Analysis
Likely cause: Invoice Report uses invoice date and invoice lines. Sales Analysis uses shipment date and shipment-linked lines.
Safe fix: Choose the report that matches the business question.
Contact support if: The same invoice line has different quantity or sales values.
Shipping appears as its own row
Likely cause: The invoice has a shipping charge and no freight or shipping invoice line, so PAX adds a report row for the charge.
Safe fix: Treat the SHIPPING row as report output for the invoice shipping charge.
Contact support if: Shipping appears twice for the same invoice.