Tax Invoice Summary

1. To access the ‘TAX INVOICE SUMMARY’, click on ‘REPORTS’.
2. Click on the ‘SALES’ tab.

3. Click on the ‘DATE’ column, to select the dates you require to look at.
4. Select the ‘START’ date on the dropdown calendar.
5. Select the ‘END’ date on the dropdown calendar.
6. Click on ‘OK’.

7. Click on ‘GO’, to show the list of items for the specified time frame selected.
8. Click on ‘INVOICE NO’ to open the ‘TAX INVOICE SUMMARY. Note if you have grouped your column through the drag and drop function, you can expand them to view the invoice numbers in blue.

9. The ‘TAX INVOICE SUMMARY’ screen will appear with the details of the ‘INVOICE NO’ selected.
10. To print the ‘TAX INVOICE SUMMARY’, click on ‘PRINT PDF’.

11. The ‘PRINT PREVIEW’ will appear with the ‘TAX INVOICE SUMMARY’ detail.
12. Click on the ‘PRINT’ button

13. To download the ‘TAX INVOICE SUMMARY’ in PDF, click on the ‘DOWNLOAD PDF’ button.
14. Click on the ‘DOWNLOADED DOCUMENT’.

15. The ‘TAX INVOICE SUMMARY’ will appear as seen below.
16. To save the document in a separate folder, click on the ‘DOWNLOAD’ icon.
17. To print the document, click on the ‘PRINT’ icon.

18. To email a PDF of the ‘TAX INVOICE SUMMARY’, click on the ‘EMAIL PDF’ button.

19. Insert the email address to wish to send the ‘TAX INVOICE SUMMARY’ to.
20. To ‘cc’ someone else in the email, insert their email address below.
21. It also allows you to ‘Bcc’ someone, by adding their email address below.

22. Click the ‘SEND’ button

23. The green tab will appear, confirming that the email was sent.

24. The Recipient will receive an email as below with a PDF link attached.

25. To export the data to Excel, click on the drop box ‘EXPORT ALL DATA to EXCEL’.
26. To export the data to CSV, click on the drop box ‘EXPORT ALL DATA TO CSV’.

27. To view ‘PAYMENT SUMMARY’ click on the ‘PAYMENTS’ tab.
28. Specify your columns on the ‘PAYMENT SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.

29. The items that are ‘GREEN TICKED’ will appear in the ‘TAX INVOICE SUMMARY’.

30. To view ‘ORDERS SUMMARY’ click on the ‘ORDERS’ tab.
31. Specify your columns on the ‘ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.

32. The items that are ‘GREEN TICKED’ will appear in the ‘ORDERS SUMMARY’.

33. To view ‘REMOVED ORDERS SUMMARY’ click on the ‘REMOVED ORDERS’ tab.
34. Specify your columns on the ‘REMOVED ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.

35. The items that are ‘GREEN TICKED’ will appear in the ‘REMOVED ORDERS SUMMARY’.

36. To view ‘VOIDED ORDERS SUMMARY’ click on the ‘REMOVED ORDERS’ tab.
37. Specify your columns on the ‘VOIDED ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.

38. The items that are ‘GREEN TICKED’ will appear in the ‘VOIDED ORDERS SUMMARY’.

39. To view ‘TAB ACTIVITY LOG SUMMARY’ click on the ‘TAB ACTIVITY LOG’ tab.
40. Specify your columns on the ‘TAB ACTIVITY LOG SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.

41. The items that are ‘GREEN TICKED’ will appear in the ‘TAB ACTIVITY LOG SUMMARY’.

 

STEP-BY-STEP BREAKDOWN

1. To access the ‘TAX INVOICE SUMMARY’, click on ‘REPORTS’.
2. Click on the ‘SALES’ tab.
3. Click on the ‘DATE’ column, to select the dates you require to look at.
4. Select the ‘START’ date on the dropdown calendar.
5. Select the ‘END’ date on the dropdown calendar.
6. Click on ‘GO’.
7. Click on ‘GO’, to show the list of items for the specified time frame selected.
8. Click on the ‘INVOICE NO’ to open the ‘TAX INVOICE SUMMARY’.
9. The ‘TAB SUMMARY’ screen will appear with the detail of the ‘INVOICE NO’ selected.
10. To print the ‘TAX INVOICE SUMMARY’, click on ‘PRINT PDF’.
11. The ‘PRINT PREVIEW’ will appear with the ‘TAB SUMMARY’ detail.
12. Click on the ‘PRINT’ button
13. To download the ‘TAX INVOICE SUMMARY’ in PDF, click on the ‘DOWNLOAD PDF’ button.
14. Click on the ‘DOWNLOADED DOCUMENT’.
15. The ‘TAX INVOICE SUMMARY’ will appear as seen below.
16. To save the document in a separate folder, click on the ‘DOWNLOAD’ icon.
17. To print the document, click on the ‘PRINT’ icon.
18. To email a PDF of the ‘TAX INVOICE SUMMARY’, click on the ‘EMAIL PDF’ button19. Insert the email address to wish to send the ‘TAX INVOICE SUMMARY’ to.
19. To ‘cc’ someone else in the email, insert their email address below.
20. It also allows you to ‘Bcc’ someone, by adding their email address below.
21. Click the ‘SEND’ button
22. The green tab will appear, confirming that the email was sent
23. The Recipient will receive an email as below with a PDF link attached.
24. To export the data to Excel, click on the drop box ‘EXPORT ALL DATA to EXCEL’.
25. To export the data to CSV, click on the drop box ‘EXPORT ALL DATA TO CSV’.
26. To view ‘PAYMENT SUMMARY’ click on the ‘PAYMENTS’ tab.
27. Specify your columns on the ‘PAYMENT SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button
28. The items that are ‘GREEN TICKED’ will appear in the ‘TAX INVOICE SUMMARY’.
29. To view ‘ORDERS SUMMARY’ click on the ‘ORDERS’ tab.
30. Specify your columns on the ‘ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.
31. The items that are ‘GREEN TICKED’ will appear in the ‘ORDERS SUMMARY’.
32. To view ‘REMOVED ORDERS SUMMARY’ click on the ‘REMOVED ORDERS’ tab.
33. Specify your columns on the ‘REMOVED ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.
34. The items that are ‘GREEN TICKED’ will appear in the ‘REMOVED ORDERS SUMMARY’.
35. To view ‘VOIDED ORDERS SUMMARY’ click on the ‘REMOVED ORDERS’ tab.
36. Specify your columns on the ‘VOIDED ORDERS SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button
37. The items that are ‘GREEN TICKED’ will appear in the ‘VOIDED ORDERS SUMMARY’.
38. To view ‘TAB ACTIVITY LOG SUMMARY’ click on the ‘TAB ACTIVITY LOG’ tab.
39. Specify your columns on the ‘TAB ACTIVITY LOG SUMMARY’ by clicking on the ‘COLUMN CHOOSER’ button.
40. The items that are ‘GREEN TICKED’ will appear in the ‘TAB ACTIVITY LOG SUMMARY’.