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module Invoices advanced search, report & export

Prijs
$69.99 $96.99
Invoices advanced search, report & export

module Invoices advanced search, report & export

Ontwikkeld door Community developer
Best seller
(12) 12 stemmen
V1.5.1.0 - V1.7.6.3
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.
Van V1.5.1.0 tot V1.7.6.3
  • Punt alleen
  • Zen Option
  • check_circle3 maanden ondersteuning
  • check_circle12 maanden ondersteuning
  • check_circleOntwikkeling en toekomstige functionaliteiten
  • check_circleVeiligheidsupdates
Prijs
$69.99 $96.99

Overzicht

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.

Wat deze module u te bieden heeft

event_available Maakt analyse van de activiteit in uw webshop mogelijk
event_available Vertegenwoordigt tijdwinst
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

Wat uw klanten zullen waarderen

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. 

Installatie

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
 
 

Hulp nodig?

Deze ontwikkelaar antwoordt in deze talen:
en

Technische fiche

Laatste update

26.08.2019

Module talen

en, fr, it

Compatibele PrestaShop versies

V1.5.1.0 - V1.7.6.3

Module versie

V 2.4.3

Nummers van download

396

Niveau

Gemiddeld

Documentatie

Included

Ontwikkelaar

Community developer

Ontwikkelaarstalen

en

Categorie

Boekhouding en fakturatie

Functies

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

Wat is er nieuw in versie 2.4.3(26.08.2019)

  • Option to display vouchers

Ondersteuning en updates

U profiteert automatisch van 3 maanden ondersteuning bij dit product.

Tot 90 dagen na de aankoop profiteert u van technische en functionele ondersteuning en van toegang tot beschikbare updates voor dit product.

Kies de optie Zen om 12 maanden lang te profiteren van een goed werkend product!

Met de optie Zen heeft u gedurende een jaar na aankoop toegang tot ALLE updates van het product. De ontwikkelaar van het product beantwoordt via de mail al uw technische en functionele vragen.

Wat is de optie Zen?

De optie Zen omvat twee services:

  • Een onbeperkte aftersales-service tijdens de optieperiode;
  • Toegang tot alle updates van dit product in deze periode.

De optie Zen is tegen een gunstige prijs beschikbaar op het moment van de aankoop van dit product, maar u kunt deze ook aanschaffen na aankoop, dit vanuit uw klantaccount. De optie is geldig tot een jaar na de aankoopdatum van uw product. Hoe vroeger u 'm koopt, hoe langer u ervan profiteert!

Wat omvat de Option Zen?

De optie Zen omvat:

  • antwoorden op vragen over het gebruik van de module/het thema;
  • oplossingen van technische problemen met de module/het thema;
  • toegang tot alle updates van de module/het thema.

Onderstaande diensten zijn niet inbegrepen in de optie Zen:

  • specifieke personalisering en ontwikkeling;
  • de installatie en update van de module/het thema:
  • het oplossen van problemen met de services van derde partijen, de hosting of de server, of met de software van PrestaShop.

Hulp nodig?

Deze ontwikkelaar antwoordt in deze talen:
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