These reports live in the Transaction and Party groups on the Reports screen.
Transaction reports
- Sale report — every sales invoice in the period, with totals. Filter by Party or by Status (Draft, Unpaid, Partial, Paid).
- Purchase report — every purchase bill in the period. Also filters by party and status.
- Day book — everything that happened on your chosen days — sales, purchases, payments and more — in one list, like a diary.
- All transactions — sales, purchases, and returns together. Filter by Type (Sales, Purchase, Sales return, Purchase return).
Party reports
- Receivables aging — how much each customer owes you, sorted by how long it has been outstanding, so you can see overdue money.
- Payables aging — how much you owe each vendor, the same way.
- All-party balances — the current balance for every customer and vendor in one list.
- Sale/purchase by party — how much business you did with each party.
Set the date range and export any of these to CSV, PDF, or Excel. Amounts show in ₹ and dates as DD/MM/YYYY.