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Party Invoice Report

पार्टी इनवॉइस रिपोर्ट — Party-wise invoice ledger: invoice number, taxable amount, GST, bill type, amounts, status, balance, and Total Outstanding. Send one ledger PDF/Excel and the party or CA can open any invoice without logging in.

What you see on this page

Section titled “What you see on this page”
  • Filters: Select Date (default This Month), Select Party (All Parties or one), Select Invoice Status (All Invoices / Paid / Un-Paid), then Generate Report
  • Six summary cards: Total Invoices, Paid Invoices, Un-Paid Invoices, Total Invoiced, Total Received, Total Outstanding
  • On screen and in Excel/PDF: bilingual RCM note — GST on RCM invoices is paid by the party (recipient) and is not included in the GST total
  • Table columns: Sr. No., Invoice Date, Invoice No, Party Name (if All Parties), Taxable Amount (₹), GST %, GST Amount (₹), Invoice Amount (₹), Paid Amount (₹), Balance Amount (₹), Bill Type, GST Payable By, Place of Supply, Status, Settled Date, Created On — with a Total row
  • Excel has a View column with View Invoice links (Invoice No is also a link); PDF shows a View Invoice button under each invoice number — both open without Lorryto login for about 90 days

Steps

Section titled “Steps”

🧾Open Party Invoice Report

On Party Reports, open Party Invoice Report → Open report.

Open Party Invoice Report

🔍Set filters

  • Select Date — This Month by default; pick another preset (e.g. Last 6 Months) or Custom Range
  • Select Party — one party or All Parties
  • Select Invoice Status — All Invoices, Paid, or Un-Paid

▶️Generate Report

Tap Generate Report. Review the invoice counts, money cards, and the RCM note under the summary.

📊Read tax and payment columns

Use Taxable Amount, GST %, GST Amount, Bill Type, and GST Payable By together with Paid / Balance / Status.

⬇️Download Excel or PDF

Excel / PDF — exports include the RCM note and View Invoice links.

🔗Open any invoice without login

Share the file with the party or CA. They click View Invoice and open the invoice PDF without a Lorryto login (about 90 days).

Next: Party Advance Report

Paid party advances on trips with memo and bank details.

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