Export sales and payments to Excel

Export sales to Excel to generate reports with the commercial, tax and payment information recorded in the Sales module.

You can export particular sales by selecting them from the list, or export the results of an advanced search.

Export to Excel

1. Go to the Sales module.
2. Open the sales list.
3. Select the sales you want to export by ticking the box next to each one.
4. Click Tools.
5. Select Export to Excel.
6. Download the file generated.
7. You can also export all your sales by selecting Export all to Excel.

What information the Excel includes

The export file can include information such as:

• Image of the artwork.
• Date of sale.
• Invoice number.
• Artwork sold.
• Artist.
• Price of the artwork.
• Subtotal of the sale.
• Discounts applied to the sale.
• Discounts applied per sale line.
• Taxes applied.
• Name of the tax.
• Total of the sale.
• Currency.
• Client name.
• Client company.
• Client fiscal ID.
• Client address.
• Client email.
• Client phone.
• Country.
• Invoicing details.
• Description of the sale.
• Seller.
• Sale status.
• Special regime, if it applies.
• Additional charges.
• Prices and price labels recorded.

Export filtered sales and create reports

You can use the advanced search before exporting to generate more precise reports.

For example, you can filter sales by period, artist, artwork type, client, seller, payment status, location or country, and then export only those results.

Common uses

You can export sales to Excel to:

1. Review sales for a particular period.
2. Prepare information for your accountant.
3. Check sales by artist, client or seller.
4. Review sales pending payment or partially paid.
5. Analyse discounts, taxes, amounts and currencies.

Export payments received to Excel

As well as exporting general sales information, ITGallery lets you export an Excel focused solely on the payments received.

This option is useful when you need to review the accounting side of your sales without working through all the commercial information of each transaction.

The payments Excel includes information such as:

• Date of the sale.
• Sale or invoice number.
• Date of the payment.
• Client.
• Invoicing details.
• Person who made the payment.
• Amount paid.
• Currency.
• Payment reference.
• Payment details.

You can use this export to review payments received, prepare information for your accountant or keep track of the payments received in a particular period.