Running the Invoice Detail report

The Invoice Detail report shows you every line item from every invoice, broken down by product, customer, amount, and date. This is useful when you need to analyze individual transactions, track product sales across invoices, or audit customer purchases.

Before you start

• You must have access to the Reports section (check with your admin if you cannot see it).
• Your invoices must be created and finalized in Usystems.
• You can filter by date range, customer, product, or other criteria before running the report.

Steps

1. Go to Reports in the main navigation menu. Open in Usystems

2. Look for the Sales Reports section and click Invoice Detail.

3. (Optional) Set filters to narrow the data:

   • Choose a date range (from/to date)
   • Select specific customers or vendors
   • Pick product categories or individual items
   • Filter by invoice status (posted, draft, etc.)

4. Click Run Report or Generate.

5. The report will display in a table on screen. You can:

   • Scroll left/right to see all columns
   • Click column headers to sort (by date, amount, etc.)
   • Hover over rows for more detail

6. To export or print, see Exporting and printing the Invoice Detail report.

Accounting impact

Each row in the report represents one line item from an invoice. The amounts shown are the quantities sold and unit prices (before and after discounts), plus any taxes applied. This matches your invoice journal and general ledger postings for sales revenue and accounts receivable.

Tips & common mistakes

• No results? Check your date range and confirm invoices are finalized (not in draft).
• Too much data? Use filters to limit to a specific date, customer, or product.
• Missing a column? Some columns may be hidden; ask your admin about column visibility.
• The Invoice Detail report focuses on line items; for summary totals by customer, use the Sales Summary report instead.