Net Sales Report Overview

Customer Education

Updated June 30, 2026 23:50

The Net Sales report shows you the revenue your business has invoiced for over any date range you choose. It accounts for invoices, credit memos, and adjustments, and breaks your totals down into taxable sales, non-taxable sales, discounts, sales tax, and a total invoiced amount.

Use it at the end of the month to review your billing activity, verify totals before tax filing, or spot trends in how your revenue is distributed across transaction types.

Before You Start

To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
The report uses Invoice Date by default. You can switch to Service Date if it fits your accounting needs better.
Refunds are excluded from this report by default to avoid double-counting with credit memos.

Key Features

Sales By Summary: Group your summary totals by Transaction Type, Division, Account, Class, or Territory, depending on what you want to analyze.
Filtering Options: Narrow down report results using filters like Transaction Type, Service County, Invoice Tax Code, Date Type Control, and As of Date.
Net Sales by Invoice Issued At Date Table: A detailed table listing every transaction in your selected date range, with the option to expand each row for line item details.

Run the Net Sales Report

To run the Net Sales Report, follow these steps:

Click “Reports” in the top menu.
Scroll down and locate the Net Sales Report under the Accounting Reports section.
Click the name of the report or the “Open Report” icon to run the report.

Net Sales Report Summary

The summary section at the top of the report gives you a snapshot of your totals for the selected date range.

The tiles above the summary chart provides key insights:

Taxable Sales: The total dollar amount of your invoiced sales that are subject to tax.
Non-Taxable Sales: The total dollar amount of your invoiced sales that are not subject to tax.
Discounts: The total amount of invoice-level discounts applied during the period.
Net Sales Subtotal: Your total invoiced revenue after discounts, not including taxes.
Sales Tax: The total tax collected across all invoices in the date range.
Total Invoiced Amount: The full invoiced amount, including the Net Sales Subtotal and Sales Tax combined. This is the figure to use when reviewing your billing activity for the period.

Please Note: If you're comparing your Net Sales figure to a QuickBooks report, make sure both are set to the same accounting basis (accrual vs. cash). The Net Sales report uses accrual basis, meaning revenue is recognized at invoice date, not at the date a payment is received.

The Sales By drop-down above your summary tiles and chart controls how the chart is organized. The default view is Transaction Type, which groups data by invoices versus credit memos. You can change this to group by other options: Division, Account, Class, or Territories.

Net Sales Report Filters

At the top of the report, you have several options to narrow down the data that displays.

Date Type Control: Choose how the date range applies to your data. Invoice Date groups transactions by the date the invoice was issued. Service Date groups them by the date the service was performed. Most businesses run this report by Invoice Date, which aligns with accrual accounting. Switch to Service Date if you need to match revenue to the period the work actually happened.
As of Date: By default, this report shows you data from last month, but you can change the date to see information for a specific month.
Transaction Type: Filter by invoices, credit memos, and/or refunds. By default, the report only shows invoice data.
Service County: Filter results by a specific county.
Invoice Tax Code: Narrow results by a specific tax code.

In addition to the filters that appear at the top of the report, you can select All Filters to use additional filters for your report.

Additional filters include:

Division: Narrow results to a specific division of your company.
Class: Filter results based on specific accounting classes.
Account: Narrow results based on specific financial accounts. These are set up in your Chart of Accounts settings.
Using New Refunds Workflow: This box is checked by default because in September 2025, we updated how refunds work in ServiceCore. If your account is newer than September 2025, leave this checked. If your account is older and you need to look at data from before then, uncheck this box.
- Please Note: Refunds don't appear in this report by default because credit memos already offset the revenue. Including both refunds and credit memos causes a double deduction. If you uncheck this box, keep in mind that this will cause double-counting.
Status: Filter results by invoice or payment status, like paid or unpaid.
Business Type: Filter by the business type associated with each customer.
Company Name: Filter results by company.
- This filter is only applicable if you manage multiple accounts in ServiceCore.

Net Sales by Invoice Issued at Date Table

The Net Sales by Invoice Issued at Date table provides additional information about each transaction within the selected date range.

Each row represents a transaction. You can expand a row by clicking the “+” icon to see the individual components included on the invoice, like financial account, line items, and tax info.

Please Note: If you export this report, collapse all rows to the transaction level first by clicking the “-” icon next to each transaction. If you export while line items are expanded, the parent transaction row repeats once for each line item in your spreadsheet, which inflates your totals. Collapsing first gives you a clean, deduplicated export.

Transaction numbers in the table are hyperlinked. Hover over any transaction number and click the associated link to open it in a new tab without leaving the report.

Sort the Net Sales Report

After applying filters, you can further sort the data in each report table.

To sort the report summary charts:

Hover over the chart so a menu appears in the top right corner of the section.
Click the three vertical dots.
In the menu that appears, hover over “Sort.”
Select your “Sort By” preference.

The table in the report works a little differently as you can use the headers of the columns to sort.

To sort the data in the table:

Click the options icon next to the header.
Select your sort preference or click the gear icon for additional options.
- Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Customer Number column will sort numerically while the Customer Name column will sort alphabetically.

Export or Send the Net Sales Report

You can download or email the table in the Net Sales Report.

Export the Report

Once you have a section of your report displaying the information you want, you can download it for your records.

Hover over the table so a menu appears in the top right corner of the table.
Click the three vertical dots.
In the menu that appears, hover over “Export.”
Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
- When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

Hover over the table so a menu appears in the top right corner of the table.
Click the three vertical dots.
In the menu that appears, hover over “Export.”
Click “Export…” at the bottom of the list under the Send section.
In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.
Enter the email address of the recipient.
Click “Export” to send an email with the report attached.

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!