Check a customer's documents and sales

Compare documents, receipts and invoiced line items and download the period statement.

Open the page in Fluxe

Sales statistics use issued invoice and credit note line items, separately by currency. Pro forma invoices are excluded from sales.

Net sales = invoiced line-item value − credit note line-item value. Net quantity = invoiced quantities − credited quantities. These values do not automatically represent received money; check payments and their allocation separately.

Supporting documents

The correctly identified customer and period for document or balance review.

Choose the business partner and check the period

In Customers, find the business partner and open the record. Check the tax identifier before interpreting amounts.
In the Customers tab, view statistics and choose a product or service from the chart to see line items forming the amount.
Compare documents and transactions in the same currency. Open the invoice, credit note or receipt explaining a difference.
Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending.
Pe telefon, deschide Aplicații → Clienți, intră în fișa partenerului și alege Fișă PDF. Selectează intervalul sau Toată perioada, apoi Descarcă PDF și alege destinația din meniul sistemului.

You have a checked customer statement and can explain differences between sales, corrections and receipts.

Practical example

You invoiced 10 hours × RON 250 = RON 2,500 and credited 2 hours × RON 250 = RON 500. Net sales are RON 2,000 and net quantity is 8 hours. A RON 1,200 receipt is checked separately in payment documents.

Frequently asked questions and solutions

Sales differ from the amount received from the customer.

Compare invoices and credit notes with actually allocated receipts. An invoice may be unpaid or partially paid; do not record an existing payment again.

I cannot find the pro forma invoice in the sales chart.

Pro forma invoices are excluded from invoiced sales. Find it in customer documents or Billing and check the corresponding invoice; do not add the pro forma amount on top of the issued invoice.