Aged Sales

TESTED

This widget displays a line chart representing your total sales over a selected period of time. The sales totals per period interval is also shown in a table below the line chart.

Calculation

Only the AUTHORISED, SUBMITTED, or PAID invoices and the AUTHORISED, APPLIED, or PAID credit notes are going to be taken into account.

The total sales are calculated as followed:

(over a selected period) → total sales = total invoiced - total credited

Settings

The time period can be changed in the settings section (top-right cogwheel).

The widget can either display the value sold (excluding or including taxes) or the quantity sold. This behaviour can be changed by clicking the purple "Value sold (Incl. Taxes)" on the top of the widget.

There is no "Sales history" report in Xero by the time this article is written. The only way to reconcile the data shown in Impac! is to retrieve the invoices list and to add up the invoices and credit notes that match the calculation criteria (selected time period and statuses to take into account).

To retrieve the invoices list: Accounts > Sales > See all. The easiest way then would be to export the invoices list as a CSV and to add filter them using Excel.

Same thing in QuickBooks: the only way to reconcile the sales history is to retrieve the list of all invoices and credit notes at correct status, and to sum them.

To retrieve the invoices list: Transactions > Sales. Then, filter the invoices according to the calculation criteria explained above, and click the "Export to Excel" button on the top-right of the table.