Review sales, tax, margin, and aging reports
Reports summarize records in Nox Billings for a selected period and scope. Always confirm the visible date range and location before comparing totals or exporting data.
Start with scope
- Open Reports on web or Insights on Android.
- Select the date range.
- Confirm the location or workspace scope permitted by your role.
- Note whether figures are gross, net of refunds, tax-inclusive, or outstanding according to the report labels.
Use the right report
| Question | Report or surface | Check before acting |
|---|---|---|
| What sold in this period? | Sales overview | Date, location, invoice status, refunds |
| How did customers pay? | Payment mix | Recorded tender only; external settlement is separate |
| What tax was recorded? | Tax report | Source documents and configured tax treatment |
| Which products contributed margin? | Margin report | Cost availability and return treatment |
| Which customer balances are outstanding? | Aging report | Customer ledger entries, allocations, and as-of date |
| Where did drawer cash differ? | Shift/cash variance | Closed shifts, counts, movements, approvals |
Interpretation boundaries
Tax report
The tax report summarizes tax fields recorded on documents. It is not a tax filing, legal opinion, or confirmation of e-invoice/e-way-bill obligations. Reconcile it with source documents and obtain professional advice appropriate to the business.
Margin report
Margin depends on the cost data available to the report. Missing or stale cost data can make a margin figure incomplete. Treat it as an operational signal until inputs are verified.
Payment mix
Payment method is what the operator recorded at checkout. Nox Billings does not automatically confirm UPI, bank, or card settlement unless a separately documented integration explicitly does so.
Aging report
Aging groups outstanding customer ledger amounts by time bucket as of a selected date. Investigate unallocated entries, corrections, and disputed balances before contacting a customer.
Review sequence
flowchart LR
A[Confirm period and location] --> B[Review headline totals]
B --> C[Open exceptions]
C --> D[Trace to invoice, shift, stock, or ledger]
D --> E[Record supported correction]
E --> F[Re-run same scope]
F --> G[Export if reconciled]
Expected result
You can trace a material report number to its underlying Nox Billings records, explain exceptions, and export only after the selected period and scope are understood.
Recovery
- Totals changed: check late refunds, corrections, location scope, timezone/date boundary, and report refresh time.
- No margin appears: verify product cost inputs and report eligibility.
- Outstanding balance looks wrong: review the customer ledger rather than editing the report.
- Export differs from screen: confirm filters and generation time, then regenerate once.