Sales and receivables reports
You will know which report to send a customer, which one shows who owes you and for how long, and which ones give the tax and withholding figures for a return.
Receivables reports read the customer ledgers. Every customer invoice posts to the customer’s Account Receivables ledger; every customer payment or advance reduces it. The reports below are different views of that ledger, plus the tax columns from the invoices themselves.
Statements
Report | Where | Shows |
|---|---|---|
Single Customer Statement | Reports › Finance | Opening balance, then every invoice, receipt and advance for one customer in the period, with the running balance. This is the statement you send to a customer. |
Customers Balance Statement | Reports › Finance | One row per customer with the balance at the end of the period. The total matches the Amount to Receive KPI on the Customers screen. |
Customer Invoice list | Invoices › Customer Invoice | Per invoice: Amount to Receive, Received Amount, Balance Due, Age Days and Payment Status (Partial / Paid / Unpaid), with Excel. |
Ageing and tax
Report | Where | Shows |
|---|---|---|
Customer Invoice Aging Report | Reports › Published custom reports | Unpaid invoices grouped by how long they have been due, using Age Days and the Due Date, per customer. Use it for collection calls and credit limit reviews. |
Customer TAX Report | Reports › Published custom reports | Taxable value, tax rate and tax amount per customer invoice in the period, for the GST or VAT return. Invoices with Apply RCM show the reverse charge separately. |
Receivables TDS Report | Reports › Published custom reports | Tax withheld by customers on payments, where your country deducts tax at source, so you can reconcile the deduction against the certificate. |
UAE VAT 201 | Reports › Finance | The VAT return layout for a UAE tax registration, combining sales and purchase tax. |
Reading the figures
- A customer’s Opening Balance and Opening Date come from the customer record; a wrong opening balance shifts every statement after it.
- Advance Payment receipts sit as a credit on the statement until they are adjusted against a bill.
- Credit Period and Credit Limit on the customer record decide which invoices count as overdue and when the limit is crossed.
- The published reports are custom reports shipped with the app. If your tenant needs another grouping, open the builder with the Customer invoices source and save your own version.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.