V9 - Ready to invoice report
Use case
The Ready to invoice report (Operations > Reports > Sales > Ready to invoice) lists data for shipped items on sales orders that are ready for invoicing.
While the basics for running any report in SOS Inventory are covered in Reporting introduction and Running a report, the filters, options, and columns specific to the Ready to invoice report are explained below.
Filters
From date and To date.
- Relative/Absolute toggle. Used for customized and scheduled reports.
- Relative automatically recalculates the date whenever the report is reopened or run. It must be used in tandem with the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
- Absolute, the default, keeps the exact date.
- The system automatically populates the current date in the date field by default. You can change specific dates manually according to the Date format established in your User settings (either MM/DD/YYYY or DD/MM/YYYY), or by using the Calendar (event).
- Even if you are not creating or running a customized or scheduled report, you may find it more convenient to use the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
Location. Select All or an individual location. All is the default.
Item name contains. Type all or part of an item name to display matching items.
Customer. Choose the desired customer from the dropdown.
Options
Only show fully-shipped orders. Displays only those orders that have shipped all items.
Show "from" and "to" dates. If checked, shows a date range at the top of the report, based on your From date and To date filters. The date range appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet. If a header is also entered for the report, the date range will be displayed below the header.
Group by. A set of options that allows you to group data on the report. The options include: None, Item, or Customer. The default is None, which orders transactions by date, from oldest to newest. If your Group by option is set to Item, or Customer, the report shows the name of each item or customer as a subheading, followed by all sales orders. The transactions are also organized by date, from oldest to newest, followed by the Total line for the item or customer.
Header. Enter header text for the report, if desired. The header appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet.
Footer. Enter footer text for the report, if desired. The footer appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the footer will appear only if you print your spreadsheet and will show above the system-generated text, Report Generated [date] [timestamp].
Columns
The default columns for the Ready to invoice report are Order #, Order Date, Customer, Item, Description, Ordered, Shipped, and Invoiced. Twenty-three additional SOS columns are available, as well as any custom fields you have created for invoices.
Sample Ready to invoice report
The screenshot below of a sample Ready to invoice report for June 1-July 14, 2026. The Location is set to All. No options were chosen. The default columns, plus Due Date, were selected for display.
Notes
The Ready to invoice report shows all sales line by line. You may not see all the lines for a particular sale on the report, as only the items that have shipped will be displayed.