Résultat par facture
Cette page localisée explique l’objectif de l’écran, les principaux filtres, tableaux, statuts et actions dans LKG for Billing.
The Billwise Profit & Loss report shows the profit and loss incurred in each transaction. Use it to analyze profitability at the individual invoice level.
Ouvrez cette page depuis le menu.
Contrôles de la page
| Contrôle | Description |
|---|---|
| From | Start date for the reporting period (DD-MM-YYYY) |
| To | End date for the reporting period (DD-MM-YYYY) |
| Generate | Generate the report for the selected date range |
Cartes de synthèse
Four summary cards are displayed at the top after generating the report:
| Carte | Description |
|---|---|
| Total Revenue | Total income from all invoices during the period (₹) |
| Total Cost | Total cost of goods/services across all invoices (₹) |
| Gross Profit | Total Revenue minus Total Cost (₹) |
| Profit Margin | Overall profit margin percentage (%) |
Invoice Details
The table header shows the total record count (e.g., "INVOICE DETAILS (6 RECORDS)").
| Colonne | Description |
|---|---|
| Invoice # | Invoice number (e.g., INV-006, INV-007) |
| Date | Date of the invoice |
| Customer | Customer name (e.g., Premium Enterprises, ABC Technologies Pvt Ltd, XYZ Retail Solutions) |
| Status | Payment status badge — Paid (green), Partially Paid (orange) |
| Revenue | Total revenue from the invoice (₹) |
| Cost | Cost of goods/services for the invoice (₹) |
| Gross Profit | Revenue minus Cost for the invoice (₹) |
| Margin % | Profit margin percentage for the invoice (%) |
The table supports pagination with configurable Items per page (e.g., 10, 50, 100).
Comment utiliser
- Ouvrez cette page depuis le menu.
- Click the Billwise Profit & Loss card
- Set the From and To dates to define the reporting period
- Click Generate to load the report
- Review the summary cards for overall profitability
- Scroll through the Invoice Details table to see profit/loss per invoice
- Identify invoices with low or negative margins for review
astuce
Compare the Margin % across invoices to identify which transactions are most profitable and which may need pricing adjustments.
Sujets connexes
- Partywise Profit & Loss — profit per customer/vendor
- Profit & Loss — overall P&L statement
- Sales Report — daily and monthly sales overview
- Accounting Overview — all financial reports