Sales and Purchase registers

The Sales register and Purchase register list every invoice in a period with its amounts and GST. They are the main reports your accountant will ask for.

Where to find it: Report ▾ → Sales or Purchase

Sales register

1. Choose the From Date and To Date.
2. Optionally filter by Customer/Vendor, Products / Services, Product / Service Group, Staff Name, Invoice Number, Invoice Series, Serial No (IMEI), Transaction Type or Customer/Vendor Group.
3. Choose the options you need: Group record by customer, Group amount by invoice’s original currency, Show data with Cancelled Invoices.
4. Click Search.

Purchase register

Works the same way for your supplier bills, with the same filters (without invoice series and cancelled invoices).

Tips

• Use Customize Report to add columns such as GSTIN, place of supply, CGST, SGST, IGST and taxable value.
• Use Export / Download to send the register to your accountant every month.
• For product-level detail use the Sale Product Report and Purchase Product Report.