Open Sales Reports, filter by branch and date, inspect the totals and row history together, then open the linked invoice when one sale needs more detail.
Before you start
- Know the date range, branch and report type you need before filtering.
- Decide whether you are answering a management question, a cashier question or an audit question.
- Keep the invoice number ready if you already know the bill you want to inspect.
Step-by-step guide
- Open Sales Reports and apply the branch, date and any report-specific filters first.
- Review the summary totals, then scan the transaction rows that make up those totals.
- Open the related invoice or billing view if one transaction looks unusual or disputed.
- Use the filtered result as the final answer only after confirming you are looking at the right date and branch context.
How to confirm it worked
- The report totals align with the selected period and branch.
- You can open the related invoice for any row that needs proof.
- Refunded, exchanged or cancelled activity is handled according to the filters you selected.
Common mistakes
- Reviewing the right report with the wrong branch or date.
- Reading totals without checking whether returns are included.
- Giving an answer from a filtered report without noting the filters that created it.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How do I check today's business performance?
Open Business Dashboard, set the correct date range and branch, read the KPI cards first, then drill into Sales Reports if a number needs proof.
How do I create a new sales bill?
Open Point of Sales, add the products, attach the customer if needed, choose the payment method, review totals, then submit and print the invoice.
How do I split one sale across cash, card, bank or points?
Use Point of Sales, build the cart normally, then enter each payment source carefully so the total paid equals the invoice total before you submit.
How do I complete a mobile exchange or trade-in?
Use Exchange Mobile when the customer gives one device and receives another. Confirm both device values, the customer details and the settlement difference before saving.