📄 How To Access And Use The Sales Invoice Summary


How To Access And Use The Sales Invoice Summary

5 min read

The Sales Invoice Summary in MYCURE provides a powerful way to view, filter, and export your sales data for reporting and analysis. This tutorial will guide you through accessing the report, applying filters to find specific information, and exporting data for further processing.

What You'll Learn

  • How to navigate to the Sales Invoice Summary report

  • How to apply and manage filters to find specific sales data

  • How to export your sales data in various formats

Before You Begin

  • You'll need a MYCURE account with appropriate permissions to access billing reports

  • Make sure you're using MYCURE v10

  • You should have basic familiarity with the MYCURE navigation menu

Steps

1. Accessing the Sales Invoice Summary

Navigate to the Sales Invoice Summary by following these steps:

  1. Log in to your MYCURE account

  2. Click on the "Billing" option in the main navigation bar

  3. Select "Reports" from the dropdown menu

  4. Click on "SI Summary" from the submenu

You'll now see the Sales Invoice Summary page with all your sales invoice data displayed.


2. Filtering Your Sales Data

To narrow down the sales data to specific criteria:

  1. Click the "Filter" button at the top of the page

  2. In the filter panel that opens, you can set various criteria:

    • Select an Organization from the dropdown

    • Choose a date range for "Created At" using the date picker

    • Choose a date range for "Finalized At" using the date picker

    • Select a specific Status (e.g., pending, finalized, voided)

    • Select a specific Cashier staff member

    • Search for and select a specific customer

  3. After selecting your desired filters, click "Save & confirm" to apply them

Your Sales Invoice Summary will update to show only the invoices that match your filter criteria.


3. Exporting Sales Data

To export your sales data for reporting or analysis:

  1. Click the "Export" button at the top of the page

  2. In the export panel that opens:

    • Select your desired Export Format (e.g., CSV, PDF, Excel)

    • Set filter criteria for the export (Organization, date ranges, Status, Cashier, Customer)

    • These filters will apply only to the exported data

  3. Click the "Export" button in the panel to generate and download your file

The export will begin processing, and your file will download automatically once complete.


Tips and Common Issues

Tip:

You can export filtered data by first applying filters to the view, then clicking Export. The export will maintain those same filters by default.

Note:

Exports may take longer if you're processing a large date range or have many sales invoices.

Warning:

Make sure to verify that your export contains the expected data before sharing it with others. Double-check your filter settings if the export seems to be missing information.

Troubleshooting

  • Export seems to be taking too long - Try narrowing your date range or adding more specific filters to reduce the data volume

  • Filter not showing expected results - Ensure you've clicked "Save & confirm" after setting the filters, and check that you haven't set conflicting criteria

  • Unable to find a specific customer - Try entering only part of the customer name to broaden the search, or check if the customer is associated with a different organization

For additional support, contact the MYCURE support team at support@mycure.md.