Surf Accounts offers the following sales reports. You can generate the reports by specifying one or more criteria.

If the business is school type, the report heading changes from SALES to INCOME.

• Invoice / Credit Note Report
• Customer Statements
• Customer Accounts Report
• Aged Customer Balances
• Invoice Details Report
• Invoice Margin Report
• Recurring Template Report
• Recurring Invoice Report
• Recurring Invoice Details Report
• Quote / Order Report
• Product / Price Report
• Price History Report
• Batch Invoice Print Report

Invoice / Credit Note Report

This report shows a summary of all invoices and credit notes within a time-period based on filters you set. To generate the report, complete the following steps.

• Log in to Surf Accounts. The Business page appears.
• On the Business page, locate the required business by completing either of the following steps.
  • • In the Search box on the top right corner, enter the name of the business fully or partially and click . The business summary will appear under the Select a Business heading.
    • The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.
• Under the Select a Business heading, click the name of the business.
• The Customers page appears. On the Customers page, in the left panel, click Reports.
• Optional Step. The Reports page appears. To view all reports on the Reports page, click [More Reports].
• On the Reports page, under the SALES heading, click Invoice / Credit Note Report.
• The Sales Invoice/Credit Note Report page appears. Enter the following details.

FIELD	STEP
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
	Click and select a pre-configured date range.
TYPE	Select the type of report you want to view. You may also choose to view all.
DOC. NO. START	Enter the document number from which you want to view report.
DOC. NO. END	Enter the document number till which you want to view report.
ACCT.MGR	Select the account manager.
CURRENCY	Select the currency.

• To generate the report, click [Run]. The report is generated.
• View the report.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Customer Statements

• The business sends statements to its customers at pre-configured frequencies. This report generates the summary of customer balance statements based on the filter you set. To generate the report, complete the following steps.
• Complete the steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Customer Statements.
• The Customer Statement page appears. On the Customer Statement page, enter the following details.

  FIELD	STEP
  TYPE	Select the type of report you want.
  	Click and select a pre-configured date range.
  DATE TO	Select the date till which you want to generate the report. You can set the date up to 5 years beyond the current set accounting period.
  CURRENCY	Select the currency.
  CUSTOMER FROM	Select the customer from which you want to generate the report.
  CUSTOMER TO	Select the customer till which you want to generate the report.
  SORT	Select the required value.
  SUPPRESS ZERO BALANCE	Select if applicable.

• To generate the report, click [Run].
• The report is shown below.

Customer Accounts

• This report generates an overview of all customer accounts based on the criteria you set.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Customer Accounts Report.
• The Customer Statement page appears. On the Customer Account Card Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to generate the report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to generate the report. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM	Select the customer from which you want to generate the report.
CUSTOMER TO	Select the customer till which you want to generate the report.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Aged Customer Balances

• The Aged Customer Report will generate reports regarding the amount receivable from your customer. The account receivable arises when goods or service are provided on credit. Surf Accounts provides a dynamic feature where you can generate the Aged customer Report on a periodical structure. The aging balance report will list each customer’s outstanding balance and will then sort the total amount into columns such as Current, 30 days past due, 60 days past due, 90 days past due 120 days past due and so on. The objective of the Report allows the user or the account manager to have a quick look on the entire outstanding invoices of the customers.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Aged Customer Balances.
• The Aged Customer Balances Report page appears. On the Aged Customer Balances Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE TO	To generate the aged customer report you can select the Date column to specify the period. For e.g. if you wish to generate the report on a particular day select the date by using the calendar. By keeping the date range blank it will generate the report till date. In the report, the current date will appear as “Date Range”. When you open a report for the first time, the end date is the last month of the financial year respectively by default. If you change the dates, the report retains the changes until the next change. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM	Select the customer from which you want to generate the report.
CUSTOMER TO	Select the customer till which you want to generate the report.
ACCT. MGR.	Select the account manager.
Current Aging	Select if applicable.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

Customisation of the Aged Customer Report

• From the “Advanced Settings” user can include or exclude different columns to customise the report as per the business requirement. This includes the “Account Manager”, “Unallocated”, “Customer Code”, “Customer Name”, Current, Balance, and columns for the outstanding period (for e.g. 30 days, 60 days, 90 days, 120 days, 150 days and 180 days). Select the column as per the business requirement so that Customer Aged Balance can display the relevant information.
• Sort the Report
• You can sort the report by the “Customer Code“,” Account Manager”, “Customer’s Name” and the “Balance” of the Report.
• Suppress by Zero
• If the invoices are already paid and not appears under the outstanding column, then by selecting “Suppress by Zero” the invoice will not appear in the “Customer Aged Report” as it is already allocated with a receipt.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Invoice Details Report

• This report generates the summary or details of invoices generated specific to products and customers depending on the criteria you set. You can generate summary or detailed invoice by specifying product code, category or analysis code. To generate the report, complete the steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Invoice Details Report.
• The Customer Invoice Details Report page appears. On the Customer Invoice Details Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
SUMMARY/DETAILED	Select whether you want to view the summary or details of the report.
TYPE	Select whether you want to generate the report for product codes, product category and analysis codes.
ACCT. MGR	Select the account manager.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

Summary

Details

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Invoice Margin Report

• This report shows the difference between the sales price and the purchase price of products and gives the percentage of the margin. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Invoice Margin Report.
• The Customer Invoice Margin Report page appears. On the Customer Invoice Margin Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. When you open a report for the first time, the start and end dates are the first and the last month of the financial year respectively by default. If you change the dates, the report retains the changes until the next change. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. When you open a report for the first time, the start and end dates are the first and the last month of the financial year respectively by default. If you change the dates, the report retains the changes until the next change. You can set the date up to 5 years beyond the current set accounting period.
TYPE	Select whether you want to view margins by date or by invoice.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Recurring Template Report

• This report generates a summary of the recurring invoices. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Recurring Template Report.
• The Recurring Template Report page appears. On the Recurring Template Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
END DATE FROM	Select the date. You can set the date up to 5 years beyond the current set accounting period.
END DATE TO	Select the end date till which you want to generate the report. You can set the date up to 5 years beyond the current set accounting period.
RECURRENCE	Select the frequency.
ACCT.MGR	Select the manager.
STATUS	Select the required status.
CURRENCY	Select the currency.
Show Deleted	Select, if required.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Recurring Invoice

• This report generates a summary of the recurring sales invoices. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Recurring Invoice Report.
• The Recurring Sales Invoice Report page appears. On the Recurring Sales Invoice Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DOC. NO. START	Enter the document number from which you want to view report.
DOC. NO. END	Enter the document number till which you want to view report.
ACCT.MGR	Select the account manager.
TEMPLATE	Select the template.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Recurring Invoice Details

• This report generates the summary or details of customer recurring invoices based on time periods you set. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Recurring Invoice Details Report.
• The Recurring Sales Invoice Details Report page appears. On the Recurring Sales Invoice Details Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
CREATE DATE	Select the invoice creation date.
SUMMARY/DETAIL	Select if you want to view summary or details or both in the report.
INVOICE DATE	Select the invoice date.
ACCT.MGR	Select the account manager name.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

Summary

Details

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Quote / Order

• This report gives the summary of all customer quotes or orders during a time period you have set. You can also set other filters based on which the report will be generated. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Quote / Order Report.
• The Sales Quotes/Orders Report page appears. On the Sales Quotes/Orders Report page, enter the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
TYPE	Select whether you want to view report on quotes or orders or both.
DOC. NO. FROM	Enter the document number of the quote or order from which you want to view the report.
DOC. NO. TO	Enter the document number of the quote or order till which you want to view the report.
ACCT.MGR	Select the account manager responsible for the quote or order.
STATUS	Select whether the quote or order is open or closed.
CURRENCY	Select the currency mentioned in the quote or order.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Product / Price

• This report generates the prices of products you specify. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Product / Price Report.
• The Product Price Report page appears. On the Product Price Report page, enter the following details.

FIELD	STEP
PRODUCT FROM	Select the product from which you want to view the price.
PRODUCT TO	Select the product till which you want to view the price.
CATEGORY	Select the product category.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Price History

• This report shows the prices of products based on one or more criteria you set. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Price History Report.
• The Price History Report page appears. On the Price History Report page, enter one or more of the following details.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
PRODUCT FROM	Select the product from which you want to view the price.
PRODUCT TO	Select the product till which you want to view the price.
CUSTOMER FROM	Select the customer from which you want to view the price.
CUSTOMER TO	Select the customer till which you want to view the price.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].

Batch Invoice Print

• This report allows you to generate and print all customer invoices raised within a time period you have set. To generate the report, complete the following steps.
• Complete steps 1 to 5 as given in Invoice / Credit Note Report.
• On the Reports page, under the SALES heading, click Batch Invoice Print. The Customer Batch Invoice page appears.
• On the Customer Batch Invoice page, enter one or more of the following criteria.

FIELD	STEP
	Click and select a pre-configured date range.
DATE FROM	Select the date from which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO	Select the date till which you want to view report. You can set the date up to 5 years beyond the current set accounting period.
DOC. NO. FROM	Select the document number from which you want to view report.
DOC. NO. TO	Select the document number till which you want to view report.
CURRENCY	Select the currency.

• To generate the report, click [Run].
• The report is generated, as shown below.

To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update]. To print the report, click [Print]. To save the report in the excel format, click [Excel]. To save the report to the local disk in the PDF format, click [Save]. To email the report, click the [Email].