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Invoices advanced search, report & export Module

Developed by Community developer

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Back Office Demo

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Demo Back Office

Overview

Reports the sum of total amounts and taxes break down by different taxes. You can use it for monthly report of VAT, annual report, report for a customer or other purpose. Many parameters for creation of different reports! Exportable to PDF and CSV.

What this module does for you

Analyze your store activity

Help save time

With this module, merchant can:

generate lists of invoices based on various filter keys simultaneously
print all listed invoices to PDF with one click or check invoices from the list to be printed with one click
use an advanced search for invoices
have report on summed amounts and tax details for all listed invoices - Invoices report
Export invoices report to PDF
Export invoices list with additional fields to CSV

What your customers will like

You customers can get detailed report on invoices for their purchases.

Note: This module does not provide any front office functionallity directly accessible to your customers. But you can for example inform your customer that report on their invoices can be sent to them on request by sending them PDF or CSV file.

Installation

Installation:

- extract the downloaded .zip archive of this module to the /modules folder of your PrestaShop installation

- In your PrestaShop backoffice, navigate to Modules and Services

- under List of modules, navigate to 'Taxes & Invoicing'

- find module named 'Invoices report' and click install

Translation:

=> Localization

=> Translations

=> MODIFY TRANSLATIONS

- Type of translation: Installed modles translations,

- Select your theme

=> Modify

- Module invoicesreport

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This developer answers your questions in:

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Technical sheet

Latest update

07/24/2020

Available in

en, fr, it, pl

PrestaShop Compatibility

V1.5.1.0 - V1.7.7.8

Compatibility MultiShop

Yes

Module version

V 2.4.4

Number of downloads

548

Level

Beginners Intermediate

Documentation

Included

Developer

Community developer

Developer languages

Category

Accounting & Invoicing

Features

LIST OF INVOICES

Module displays a table of Invoices existing in your PrestaShop store. By default, all invoices are listed in a table. Displayed data fields are:

Order Reference
Invoice number
Customer (name and surname)
[optional] Address name (name and surname of the Invoice address)
[optional] Company (company name of the Invoice address)
[optional] Post code (zip code of the Invoice address)
[optional] Country (country code of the Invoice address)
[optional] State (state of the Invoice address)
[optional] invoice address VAT number
[optional] invoice address DNI
Paid tax included
Paid tax excluded
[optional] Contains tax (Tax rate(s) contained in the invoice)
[optional] Currency
[optional] Payment method
Invoice date
Order status
PDF (button for displaying selected Invoice)

Listed invoices can be filtered by search keys. Keys can be used simultaneously. For example, you might need to search for invoices of the certain customer, created within the specific date interval, having their payment method 'Bank wire payment'.

Following keys can be used for the invoice search filtering:

Invoice number (lists all invoices having number matching given text pattern). For example, if your invoice number format includes year, e.g. all invoices for the year 2015 having their number like 15-xxxx, the you can use text pattern '15' for the invoice number to list all invoices of the year 2015.
Date-from (lists all invoices with date equal or later than specified date)
Date-to
Order reference
Customer first name and last name
Invoice address first name and last name
Invoice address company
Invoice address country code
Invoice address DNI
Invoice address state
Contains tax
Currency
Payment method
Order Status
Shop group, shop (Invoices are filtered automatically by multi store parameters, as they are set in admin dashboard)

ORDER STATUS PRE-FILTER SELECTION

Order status pre-filter selection enables you to display invoices with the same order statuses.

For example, if you want to generate the report for all invoices that match predefined criteria: 'Waiting for Bank Wire payment', 'Waiting for PayPal payment', 'Waiting for Cash on delivery', you have to check these three statuses in the form 'Order State' and click 'Save'. Now, only invoices that match checked statuses are listed. The report calculation is performed for the listed invoices only.

Besides, order status form also shows the number of orders for every status. That is the absolute number of orders, regardless of the search filter.

REPORT

Bellow the list of invoices, report with summed amounts is displayed automatically. Summed values are calculated for Invoices being currently displayed (plus Invoices being hidden behind the limitation of a window display number, but meeting same filter criteria).

You can filter Invoices and create specific reports, e.g reports for a specific customer, date interval, order state and similar.

Data displayed by Report (summed values for all listed Invoices):

Products tax excluded
Products tax included
Shipping tax excluded
Shipping tax included
Wrapping tax excluded [if enabled in options]
Wrapping tax included [if enabled in options]
Discounts tax exclude d (Discounts are processes as negative value when summing total)
Discounts tax included
Total tax excluded (Total sum of all above values)
Total tax included

- Taxes are summed separately for each tax type found for the listed invoices.

- Total values for products tax excl./tax incl. [ If enabled] are displayed separately for products by different tax types. NOTE: If discount coupons are used in your orders, this option works correctly only for discounts with percentage reductions. If discounts with absolute reduction amounts are used, module does not calculate such discounts in the total amounts for products by different tax types.

- [If enabled] Total amounts for other taxes are displayed, like shipping, wrapping or other tax types found in your database.

- If there are invoices with different currencies in the list, separate REPORT is made for each currency.

DOWNLOAD TO PDF

Individual invoices can be downloaded to PDF.

All listed invoices or selected invoices from the list can be downloaded to PDF with one click

List of invoices with report can be exported to PDF file. Details on search filter are written to PDF, so it is clear what search filter was used to generate the report when PDF is printed or sent to your 3rd parties.

BULK ACTIONS

By using bulk actions menu at the bottom of the list of invoices, selected Invoices can be downloaded to PDF with one click by clicking 'Generate Invoices PDF' button.

EXPORT TO CSV

List of Invoices with tax details for individual invoices can be exported to CSV file. Data can be imported from CSV file to Excel or Googledocs sheet or any other CSV supporting application, to further process your data.

Exported CSV file contains detailed data for individual invoices. Following fields of the individual invoices are exported to CSV table:

Invoice number
Invoice date
Order reference
Customer first name and last name
Invoice address first name and last name [if enabled in options]
Invoice address company [if enabled in options]
Invoice address post code [if enabled in options]
Invoice address VAT number [if enabled in options]
Invoice address DNI [if enabled in options]
Invoice address country code [if enabled in options]
Invoice address state [if enabled in options]
Payment method [if enabled in options]

Currency
Paid tax excluded
Paid tax included
Products tax excluded
Products tax included
Shipping tax excluded
Shipping tax included
Wrapping tax excluded [if enabled in options]
Wrapping tax included [if enabled in options]
Discount tax excluded
Discount tax included
Tax details by tax names and tax rates, specified separately for tax on products, shipping,
Total vales report is added at the bottom of the CSV table [if enabled in options]

OPTIONS

Some fields can be enabled or disabled. For the report, those are:

Displayed amounts for products by different tax types.
Display other taxes
Display wrapping costs
Display list of invoices on PDF report
Display order status on PDF report
Display order reference on PDF report
Use semicolon as column delimiter for CSV export.

For table of Invoices, these columns can be enabled or disabled:

Display payment method
Display invoice address name
Display invoice address company
Display invoice address code
Display invoice address country
Display invoice address DNI
Display invoice address VAT number
Display invoice address state
Enable search by currency
Enable search by tax type

Options for the CSV export:

Export total values
Export invoice address
Export invoice address(2)
Export invoice address city

What's New in Version 2.4.4(07/24/2020)

Added option to display and filter by customer social title

Support and updates

At the time of purchase, your Business Care subscription for your first year is automatically included, then tacitly renewed at the end of the period.

You can cancel your subscription at any time, before the end of the current period.

Services included in your subscription:

Security updates
Compatibility updates
Developments and upcoming features
Unlimited support

Want more details? Check out the most frequently asked questions about Business Care.

You have a question ?

This developer answers your questions in:

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Associated Pack

Credit Slips advanced search, report & export

Displays the list of credit slips found by search parameters. Summed amounts and tax details are displayed for the listed credit slips. Exportable to PDF ...

Invoices advanced search, report & export

Reports the sum of total amounts and taxes break down by different taxes. You can use it for monthly report of VAT, annual report, report for a customer or ...

Save $35 by choosing the pack!

Original price

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$149.99

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