How to View Created Sales Invoice History in SwilERP Software

History of Created Sales Invoice

How to View Created Sales Invoice History in SwilERP


With SwilERP users can easily view the Invoice History of previously created sales invoices. It helps you to identify and review a quickly detailed list of all activities pertaining. Users can easily view customer history, customer/product history, purchase/product history, and sales/product history.

Start with login in SwilERP dashboard to initiate the process

  1. Go to Menu> Sales Menu> Sales Invoice.
Reference image:
SwilERP Dashboard Window

Process to view Sales Invoice History

  1. A new window of Sales Invoice will appear in the next slide.
  2. Select the Options i.e. Month/Date/Entry/Year to browse the invoices. Or users can open the previous invoice by clicking on the Previous option in sales invoice.
  3. Click on it and open the sales invoice window.
Reference image:
Sales Invoice Window
  1. After that, all the products you have created invoices for are displayed on the screen.
  2. Go to the History Section.
  3. Select the option of which you want to view the history:
    1. Customer History
    2. Customer/Product History
    3. Purchase/Product History
    4. Sales/Product History 
Reference image:

History Option Window

For Example, you selected the Customer History option:
  1. Click on the Customer History.
  2. ​After that, a new window of customer history appears, showing all the related history of the customer.
  3. In which, users can view products' entry date & number, transactions, product name, batch, mrp, sale rate, qty, scheme, discount, tax, series, etc.
As shown in the below-given image:

Customer History Window

Note: Similarly, users can view history in other options which they want to view.

      • Related Articles

      • Create Sales Invoice in SwilERP

        How to Generate Sales Invoice in SwilERP Software A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing transaction ...

      • Product Info While Creating Sales Invoice

        How to View Product Info While Creating Sales Invoice in SwilERP In SwilERP Software, users can conveniently access product information with ease while creating a sales invoice. This data includes Location Details, Rate Details, Vendor Details, and ...

      • Create Sales Return Invoice

        How to Create and Manage a Sales Return Invoice in SwilERP Software A sales return is when a customer returns a product to the seller. A customer may return an item for several reasons, including:- Expired, Damaged, Saleable, Price Difference, Shelf ...

      • Modify Customer Name In Sales Bill

        How to modify customer name while creating Sales Bill in SwilERP (RetailGraph) If your Sales Bill needs to be corrected in a customer name, you can use the Alt+F2 keys to make the necessary changes in the customer name. In this article, we will ...

      • Analyze Product Wise Sales

        Analyzing Sales Performance by Product in SwilERP Enterprise Product Sales Analysis entails a thorough evaluation of sales data within the SwilERP Enterprise system. This analysis aims to uncover valuable insights on product performance, facilitating ...