Reports
The seven reports — what each shows, how periods, Brands and currencies work, and how to download CSV or Excel.
MMeridian VenturesBrightline Design
DashboardDocumentsCustomersItemsReportsSettings
Reports
CSVExcel 3Sales registerTax summaryPayments receivedUnpaid by ageBy customerBy itemTax withheld
This month 1All my BrandsINRUSDAED2
DateNumberCustomerTaxableIGSTTotalStatus
1 OctBD-INV-0119Sunrise Textiles90,000.0016,200.001,06,200.00Paid
16 OctBD-INV-0120Lakeview Hospitality2,10,000.0037,800.002,47,800.00Partially Paid
20 OctBD-CN-0007Sunrise Textiles−10,000.00−1,800.00−11,800.00Issued
22 OctBD-INV-0121Northwind Foods55,000.009,900.0064,900.00Sent
- Period — this or last month, quarter or fiscal year, this year, or a custom range.
- Currency — one table per currency; nothing is converted.
- Download — CSV (this table) or Excel (every table, a sheet each).
| Report | Shows |
|---|---|
| Sales register | Every invoice and credit note — each tax as its own column, received, TDS, credited, written off, balance |
| Tax summary | By tax and rate; zero-rated, exempt and reverse charge apart; HSN/SAC summary and B2B/B2C in India |
| Payments received | Each payment with its receipt, method, TDS, charges and credit kept; totals by method |
| Unpaid invoices by age | Not yet due, 1–30, 31–60, 61–90, over 90 days — as of any date |
| Sales by customer | Invoiced, credited, net, received, written off, outstanding |
| Sales by item | Quantity and net amount per item |
| Tax withheld | TDS by customer and invoice, for certificates and Form 26AS |
Unpaid invoices by ageas of 26 Oct 2026
₹2,96,700Not yet due
₹1,84,5601–30 days
₹92,40031–60
₹48,38061–90
₹21,240Over 90
Everyone who can see documents can use Reports — Viewers too — for the Brands they can see. Every download is in the audit log. Cancelled documents and voided entries are left out.
Who can do this:OwnerAdminMemberViewer
Related topics
Keep going
GST (India)The GSTR-1 filePrepare GSTR-1 for a month or quarter — every table checked against your documents — as the portal’s JSON and the offline tool’s Excel.View Guide Reports, exports and recordsFiles for Tally, Zoho Books, Xero and QuickBooksMake an import file for your accountant’s software with their own ledger or account names — saved for next month.View Guide Reports, exports and recordsExport data and download PDFsExport everything to Excel or CSV, download every PDF for a period as a ZIP, and download “I’ve Paid” files.View Guide
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