Sales Invoice Trends

Sales Invoice Trends adds up Sales Invoices by month, quarter, half year or year and lays the periods side by side, grouped by whatever you choose: item, item group, customer, customer group, territory or project. It turns 207 invoices into a few rows that show seasonality, such as a tour company's peak in Ashwin and Kartik and the quiet monsoon months, and which customers or products are growing. The figures are net amounts from submitted invoices, so VAT is excluded and cancelled invoices do not count. In the demo, August 2026 shows Rs 32,000 billed to Jivan Dahal with other months making up the rest of the Rs 64,000. Use it when planning stock and staff for next season.

Cell value = Sum of net amount (or quantity) of Sales Invoices in the period for the row's item, customer or territory

1. 01Go to Financial Reports > Sales Invoice Trends.
2. 02Set Company, Fiscal Year 2083-2084 and Period Monthly or Quarterly.
3. 03Set Based On to Customer, Item or Territory, and optionally Group By Item or Customer.
4. 04Read one column per period; August 2026 shows Rs 32,000 against Jivan Dahal.
5. 05Compare the same period last year by changing Fiscal Year.
6. 06Export with Menu > Export and use the pattern to plan purchases and staffing.

Open to compare this quarter's sales with last and spot seasonal patterns.

August 2026 shows Rs 32,000 billed to Jivan Dahal; other months make up the rest of the Rs 64,000.