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Invoices advanced search, report & export

moduł Invoices advanced search, report & export

Opracował Community developer
(10 głosy)
5 Gwiazdki
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  • +100
    downloads!
  • PrestaShop
    1.5.1.0 - 1.7.1.2
module - Księgowość & Fakturowania - Invoices advanced search, report & export - 1
module - Księgowość & Fakturowania - Invoices advanced search, report & export - 2
module - Księgowość & Fakturowania - Invoices advanced search, report & export - 3
module - Księgowość & Fakturowania - Invoices advanced search, report & export - 4

Prezentacja

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.

Korzyści wynikające z tego modułu

Produktywność Umożliwia analizowanie aktywności Twojego sklepu

Produktywność Pozwala zaoszczędzić czas

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

Funkcje

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 

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Czym jest Opcja Zen?


Opcja Zen obejmuje dwie usługi:

  • - nieograniczone wsparcie posprzedażowe przez okres obowiązywania opcji;
  • - dostęp do wszystkich aktualizacji produktu w tym okresie.

Opcję Zen możesz nabyć w promocyjnej cenie w chwili zakupu produktu oraz, jeśli potrzebujesz więcej czasu na decyzję, także po zakupie, z poziomu konta klienta.rnZapewnia Ci ona ochronę przez rok od daty zakupu produktu. Tak więc im wcześniej ją kupisz, tym dłużej będziesz z niej korzystać!


Co zawiera opcja Zen?


Opcja Zen uwzględnia:

  • pytania dotyczące użytkowania modułu/szablonu;
  • rozwiązywanie problemów technicznych związanych z modułem/szablonem;
  • dostęp do wszystkich aktualizacji modułu lub szablonu.

Opcja Zen nie obejmuje:

  • personalizacji i przeróbek;
  • usług związanych z instalacją i aktualizacją modułu lub szablonu;
  • rozwiązywania problemów dotyczących innych serwisów, hostingu, serwera lub oprogramowania PrestaShop.

Oto co spodoba się Twoim klientom

 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. 

Instalacja

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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Co nowego w wersji 2.3.2(2017-02-18)

  • PS 1.7 compatibility fix

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  • Kompatybilność PrestaShop v1.5.1.0 - v1.7.1.2

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