Financial Records Reports: Invoices

Financial Records Reports: Invoices

The Invoice Report allows you to view and download all invoices issued by your restaurant, with detailed information about customers, amounts, and dates. It’s ideal for maintaining accurate fiscal and administrative control.

Filters

Time Range

By default, the time filter is set to “Last 7 days”.
Click the button to access a dropdown menu with pre-set ranges and a calendar:
  • Today
  • Yesterday
  • Last 7 days (excluding today)
  • Last week (Monday to Sunday)
  • Current month (starting from the 1st)
  • Last 30 days (excluding today)
  • Previous month

You can also filter by time using the “Include Schedule” button.
For a custom period, adjust the “From” and “To” fields, then click Apply and Save to confirm.
InfoTip: When creating a custom period, you must select the month, year, day, and hour (if different from the default 3:00 AM), then apply and save the changes.


Additional Filters

Use the Filters button to segment your report for more targeted analysis:
  • Brand: If you manage multiple virtual brands, filter by one or several.
  • Source: Filter by sales channels like Dine-in, Online Store, QR Codes, Own Delivery, or External Platforms.
  • Order Type: Choose between Own Delivery, External Delivery, Dine-in, or Takeaway.
  • Location: Only visible if you're managing multiple venues at the organization level. Allows filtering by one or more location

Sections

Total Invoices

A quick overview of the total amount invoiced during the selected period:
  • Total: Accumulated amount from all issued invoices.

Invoice Details

Each row in the report represents an issued invoice and includes the following data:

  • Client or Company Name: Name of the invoiced company or individual.
  • Client Tax ID (NIF): Tax identification number of the client.
  • Billing Address: Registered address for the invoice.
  • Invoice Date: Date and time the invoice was generated.
  • Invoice Number: Unique identifier of the invoice.
  • Location Name: Restaurant or point of sale that issued the invoice.
  • Account: Link to view the related order.
  • Invoice Total: Total amount billed.

You can also download the list of invoices using the download icon located at the top right of the invoice section.





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