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In Exact GGlobe, various overviews and reports for E-IInvoice aare provided to assist the management in monitoring its invoicing process effectively, thus able to keep an eye on the daily state of affairs. With these overviews and reports, the management will be able to view what has already been invoiced as a result of sales orders, and what has yet to be invoiced.

Exact GGlobe also provides you with the capability to extract up-to-date insight on your actual sales, which aids the management in decision-making. These revenue statistics, available if you have E-SSales AAnalysis in your license, are presented clearly in Microsoft Excel.

3.1 Invoices Report

The invoices report provides an overview of all the invoices that have been processed. With the search criteria, you can filter the report to view only sales invoices that have been processed, processed credit notes, processed commission invoices, or all of them at the same time.

You also have the option to view the report of processed sales invoices, commission invoices, or credit notes that involve a particular item or that are for invoice debtors from a particular country. In addition, the report displayed can be grouped by debtor, order, date, item, or by resource.

At Invoice/Reports/Invoices, you can view a simple report of the invoices or select the Details check box under the Layout section to view the invoices report with more details of each invoice such as the contact person, invoice date, description of the invoice, and so on.

The availability of the search criteria enables you to include information that is important or to omit information that is not required so that only the desired information will be included in the report.

From the invoices report displayed, you can also double-click the value in the Our rref. column to view all invoice lines of the invoice with the selected our reference number. This is useful for further analysis of the details of the invoices.

To view the invoices report:

1. Go to Invoice/Reports/Invoices, define the relevant criteria of the invoices that you want to include in the report and click Start. The Report screen will be displayed and the sales invoices, commission invoices, or credit notes that match the defined criteria will be displayed.

2. From the Reports screen, you can also print a copy of the invoices report by clicking Print.

The example of the invoices report shown in the previous screen is using the debtor layout, thus is grouped by the classification of the debtors. The report only includes processed sales invoices that belong to three invoice debtors, which are HAWK Rent-A- Car, Orix Car Rental and Absolute Car Accessories. These invoice debtors displayed are debtors who received the invoices, and may not be the debtors who placed the orders.

The invoices report is displayed with the Details check box selected, thus detailed information of each invoice is shown. For each processed invoice, you can view the type of the invoice under the Type column and the dates when the invoices were processed under the Inv. ddate column. You can also view the total amount of each invoice under the Amount column, the percentage of discount given to the debtor under the % column, as well as the invoice amount after deducting the discount

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The total number of invoices and the total net amount of the invoices for each debtor and each classification will also be displayed. From the example, the total number of invoice for HAWK Rent-A-Car is 3, with a total invoice amount of 11,842.00. Orix Car Rental has a total of 1 invoice with an invoice amount of 12,503.00, while the total number of invoice for Absolute Car Accessories is 2, with the total invoice amount of 9,891.00. Orix Car Rental and Absolute Car Accessories belong to the same classification (Small Enterprise), thus the total number of invoice and invoice amount for the classification are 3 and 22,394.00 respectively.

At the end of the report, you can view the total number of invoices as well as the total amount of the invoices for all the invoiced debtors included in the report. From the example, the total number of invoice for the three invoiced debtors is 6 and the total invoice amount is 34,236.00.

3.2 Invoice History

The overview of invoice history at Invoice/Reports/Invoice hhistory lets you quickly retrieve information of the processed invoices and/or credit notes. The overview also provides brief but important information about the customer such as the classification, an indication on the credit line, and the total outstanding payment.

In the overview, you can view each selected invoice and credit note in detail but cannot edit the information. To view the information, click Open after selecting an invoice or credit note.

If the selected invoice or credit note is linked to a sales order, you can view the sales order by clicking Sales oorder. You can also create a credit note for the selected invoice from the invoice history overview by clicking Credit nnote. For details on how to create credit notes, see 2.5 Correcting Processed Invoices.

It is also possible to click Print if you want to print individual invoices or credit notes or multiple invoices and/or credit notes simultaneously from the invoice history overview.

If you want to create a new invoice with exactly the same details of a processed invoice for a customer, you can make copies of the selected invoice in this overview by clicking Copy. For details on how to copy invoices, see 5.2 Copying Invoices.

To view the invoice history:

• Go to Invoice/Reports/Invoice hhistory, define the relevant search criteria of the invoices that you want to view and click Search. The processed sales invoices, direct invoices, and/or credit notes that match the defined search criteria will be listed.

Based on the example shown, you can view the name of the customer that the invoice was sent to under the Name column and the date the invoice was processed under the Invoice ddate column. Under the Net aamount column, the net amount of the invoice will be displayed.

By selecting an invoice or credit note, you can also view the status and classification of the debtor that the selected invoice or credit note belongs to. If the debtor is blocked, a red cross will be displayed next to Status. Otherwise, a green check mark will be displayed.

If you have defined a credit line for the debtor, the amount will be shown next to Credit lline while Receivables displays the total amount of outstanding payment for the selected debtor. If the amount has exceeded the credit line defined, a red cross will be displayed next to Receivables. If the amount is below the credit line, a green check mark will be displayed.

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3.3 Revenue Statistics

With E-SSales AAnalysis in your license, you will be able to generate the revenue statistics for analysis and decision-making purposes. By defining the relevant search criteria, you can retrieve the desired information and display the statistics.

Within the E-SSales AAnalysis itself, you have the option to generate the revenue statistics by period, by item, by debtor, and so on. In short, the functions available provide you with the ability to view the revenue statistics from various angles. With that, you can obtain information such as items that generate the most revenue and customers that are responsible for the largest share of revenue for your business.

The revenue statistics generated are based on processed invoices only, which are the invoices that have been processed or printed in the final form. The statistics are presented in the form of a graph and data in Microsoft Excel which can then be saved for further analysis or future reference.

The following topics are relevant to this section: