Exporting Client Invoice Details

Itemised Client Purchases

If you want to see a detailed ALL TIME sales history for your client that drills down to the product level, this report is for you.

How to download the report

1. Head over to your client’s company record.
2. Click the Download Invoice Details link.

This downloads a CSV file containing a complete, itemised, all time history of the client’s invoices. You can then analyse and manipulate the data however you like in your preferred spreadsheet software.

What data is included?

Here is a quick breakdown of the data fields you will find in the CSV file:

• be_invoice_id – The Brandengine identifier for the sale.
• invoice_number – The number from your accounting software (if it has been sent).
• invoice_date – The date of the sale. (YYYY-MM-DD)
• invoice_status – The status from your accounting software.
• vendor_item_code – The original item code from the supplier.
• distributor_item_code – The unique product code for your business.
• qty – The item sale volume.
• line_total_ex – The item sale value (excluding GST).
• vendor – The supplier’s name.
• item_name – The supplier’s name for the item.
• line_item_name – The display name for the item as shown on your quote and invoice.