Módulo Invoices advanced search, report & export

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PrestaShop
1.5.1.0 - 1.7.2.5

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Descripción

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.

Qué te aporta este producto

Productividad Permite analizar la actividad de tu tienda

Productividad Te ayuda a ganar tiempo

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

Funcionalidades

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 surename)
[optional] Address name (name and surename of the Invoice address)
[optional] Company (company name of the Invoice address)
[optional] Country (country code of the Invoice address)
[optional] State (state of the Invoice address)
Paid tax included
Paid tax excluded
[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 'Bankwire 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 state
Currency
Payment method
Order Status
Shop group, shop (Invoices are filtered automatically by multistore parametes, 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 currenty 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 corretly 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 tp 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 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,

OPTIONS

Some fileds cam 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

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 country
Display invoice address state
Enable search by currency

Comprados juntos habitualmente

Añade "Invoices advanced search, report & export" al carrito junto con:

Este producto: Invoices advanced search, report & export - $49⁹⁹
Order Edit - cambiar y modificar la orden existente

Con este módulo que ca modificar y alterar cada orden existente en su tienda, también después de que se complete la compra.

$74⁹⁹
All-in-one Rewards: Fidelidad, Padrinaje, Afiliación

Ofrecer recompensas a sus clientes para desarrollar el SEO y la reputación de su tienda: cuenta única, fidelidad avanzada, el patrocinio (multinivel, autopromotionnel), afiliación, facebook ... Sus ventas explotarán!

$249⁹⁹

Precio total: $39⁹⁹ Añadir los tres a la cesta

Qué les gustará a tus clientes

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.

Soporte y actualizaciones

Disfruta automáticamente de tres meses de asistencia técnica para este producto.

Después de comprar, disfrutarás durante 90 días de asistencia técnica y funcional, así como de acceso a las actualizaciones disponibles para este producto.

Testimonio

Muy buen módulo. La comunicación con el desarrollador es excelente: Me ayudó a hacer unos cambios para adaptar el módulo a la tienda. Module +++

Adrián G. - 09/01/2017

Uno de los mejores módulos que he comprado para Prestashop.

Antoni B. - 07/11/2016

El desarrollador ha seleccionado las opiniones de este producto según la satisfacción que han expresado los clientes.

Instalación

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

Lo nuevo en la versión 2.3.3(25/09/2017)

Display total amount for products without tax

Sobre el programador

5 Productos desarrollados
03/05/2015 Vendedor PrestaShop
Slovenia País región
Superhero Nivel de experiencia

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Ventajas:

3 meses de soporte gratuito (Más información)
Desarrollado por un desarrollador destacado
Documentación incluída

Compatibilidad v1.5.1.0 - v1.7.2.5
Versión 2.3.3 (25/09/2017)
Disponible en

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Módulo Invoices advanced search, report & export

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Módulo Invoices advanced search, report & export

Las 3 razones para comprar en PrestaShop Addons Marketplace

PrestaShop Oficial

TOTALMENTE SEGURO

Instalación en 1 clic

WeCommerce is better eCommerce

Explora

Aprende

Conócenos

Contáctanos

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