Scope - Sales Invoice

Overview

The Sales Invoice scope covers invoices issued to clients as part of the sales and charter operations process. Each record in this scope represents a single invoice — including its financial details, related trip or flight, client billing information, and current payment status.

Operators use this scope to build financial and revenue reports: tracking what has been invoiced, to whom, for which trips, and whether payments have been received. It is particularly useful for accounts receivable monitoring, VAT and tax reporting, sales performance analysis, and end-of-period financial reconciliation.

What reports can you build with this scope?

Examples of typical reports operators build with this scope:

Monthly invoicing summary — list of all invoices issued in a given period with totals and payment status
Outstanding payments report — filter by unpaid invoices to track accounts receivable
Revenue by aircraft or route — group invoices by aircraft or ICAO route to analyse revenue distribution
VAT and tax report — export invoice VAT rates and amounts for accounting and tax filing
Client billing report — include buyer name, address, and invoice details for client account statements

Available columns

Columns are the data fields that can appear in your report. When building a report, select the columns most relevant to your analysis.

Invoice identification

Column	Column key	Description
Invoice No.	`invoice_number`	The unique invoice number assigned to this invoice
Invoice PDF	`invoice_pdf`	Link to the generated PDF document for this invoice
Quote Request ID	`quote_request_id`	Identifier of the quote request associated with this invoice
Quote unique ID	`quote_unique_id`	The unique identifier of the quotation linked to this invoice
Trip nid	`trip_nid`	Internal identifier of the trip this invoice is linked to
Trip number	`booked_trip_number`	The trip number as displayed in the booking
Legs numbers	`booked_trip_leg_numbers`	The individual leg numbers included in the trip
Invoice type	`invoice_type`	Type of invoice (e.g. standard, proforma, recharge)
Invoice tags	`invoice_tags`	Tags assigned to this invoice for categorisation
Invoice Note	`invoice_note`	Free-text note attached to the invoice

Dates

Column	Column key	Description
Invoice Date	`sell_date`	The date the invoice was issued (sell date)
Invoice Due Date	`invoice_due_date`	The payment due date for this invoice
Issue Date	`billing_date`	The billing/issue date of the invoice
Earliest departure date [UTC]	`flight_date_utc`	The earliest flight departure date on this invoice, expressed in UTC
Earliest departure date [LT]	`flight_date_lt`	The earliest flight departure date on this invoice, expressed in local time
Created on	`created_at`	Date and time the invoice record was created in the system
Updated on	`updated_at`	Date and time the invoice record was last updated
Booking date UTC	`booking_date`	The date the associated booking was confirmed, in UTC
Booking date [LT, Assignee Office]	`booking_date_LT`	The booking confirmation date expressed in the local time of the assignee's office

Financial amounts

Column	Column key	Description
Total Net	`total_net`	Total net amount of the invoice (excluding taxes)
Total Net Revenue	`total_net_revenue`	Total net revenue value for reporting purposes
Total Gross	`total_gross`	Total gross amount of the invoice (including taxes)
Total Gross Revenue	`total_gross_revenue`	Total gross revenue value for reporting purposes
Quote VAT rate(%)	`quote_vat_rate`	VAT rate (%) applied on the quote
Quote VAT	`quote_vat`	VAT amount derived from the quote
Invoice VAT rate(%)	`invoices_items_vat`	VAT rate (%) applied to invoice line items
Recharge Invoice VAT rate(%)	`recharge_items_vat`	VAT rate (%) applied to recharge invoice items
Margin	`margin`	The margin amount on this invoice
Third Party Commission	`third_party_commission`	Commission amount paid to a third party
Quote price	`quote_realization_price`	The realised price from the original quotation
Quote price when booked	`quote_price_when_booked`	The quoted price at the time the booking was confirmed
Quote currency	`currency`	Currency used in the original quotation
Invoice currency	`invoice_currency`	Currency in which the invoice was issued
Cost center	`cost_center`	Cost centre assigned to this invoice

Status

Column	Column key	Description
Quote Request Status	`quote_request_status`	Current status of the associated quote request
Paid	`paid`	Indicates whether the invoice has been paid
Closed	`closed`	Indicates whether the invoice has been closed

Client and buyer information

Column	Column key	Description
Requested by	`requested_by`	Name of the client or company that requested the quote
Requester code	`requester_code`	Internal code identifying the requester
Requester email	`requester_email`	Email address of the requester
Requester Debitor No	`requester_debitor_number`	Debitor number assigned to the requester for accounting purposes
Representative	`requested_by_representative`	Name of the representative acting on behalf of the requester
Representative email	`requested_by_representative_email`	Email address of the requester's representative
Representative phone	`requested_by_representative_phone`	Phone number of the requester's representative
Representative code	`representative_code`	Internal code identifying the representative
Representative Debitor No	`representative_debitor_number`	Debitor number assigned to the representative for accounting purposes
Buyer Name	`buyer_name`	Name of the buyer as recorded on the invoice
Buyer Address	`buyer_address`	Street address of the buyer
Buyer City	`buyer_city`	City of the buyer
Buyer State Province	`buyer_state_province`	State or province of the buyer
Buyer Country	`buyer_country`	Country of the buyer
Buyer Postal Code	`buyer_postal_code`	Postal code of the buyer
Buyer Eu Vat No	`buyer_eu_vat_no`	EU VAT registration number of the buyer

Payment billing address

Column	Column key	Description
Payment Billing Address	`payment_billing_address`	Primary billing address used for payment
Payment Billing Address 2	`payment_billing_address2`	Secondary billing address line
Payment Billing City	`payment_billing_city`	City in the payment billing address
Payment Billing Company Name	`payment_billing_company_name`	Company name in the payment billing details
Payment Billing Contact Person	`payment_billing_contact_person`	Contact person listed in the payment billing details
Payment Billing Country	`payment_billing_country`	Country in the payment billing address
Payment Billing Mail	`payment_billing_mail`	Email address for payment billing correspondence
Payment Billing Postal Code	`payment_billing_postal_code`	Postal code in the payment billing address
Payment Billing Vat	`payment_billing_vat`	VAT number in the payment billing details

Route and aircraft

Column	Column key	Description
Route ICAO	`route_icao`	Flight route expressed using ICAO airport codes
Route IATA	`route_iata`	Flight route expressed using IATA airport codes
RFQ route ICAO	`quote_requests_route_icao`	Route from the original request for quotation (RFQ), in ICAO format
Registration	`registration`	Aircraft registration associated with this invoice
Aircraft	`aircraft`	Aircraft name or designation
Aircraft type	`aircraft_type`	Type/model of the aircraft
Flight time [JL]	`flight_time`	Total flight time as recorded in the Journey Log

Assignee and operator

Column	Column key	Description
Assignee	`assignee`	The sales person or user assigned to this invoice
Operator (for subcharter)	`operator`	Operator name, relevant for subcharter invoices
Operator Price (for subcharter)	`operator_price`	Price charged by the subcharter operator
Operator Price Currency (for subcharter)	`operator_price_currency`	Currency of the subcharter operator price

Invoice items

Column	Column key	Description
Invoice items name	`invoice_items`	Names of the individual line items included in the invoice

Checklist data

Column	Column key	Description
Payment status [Chkl]	`checklist_trip_item_payment_status`	Payment status as recorded in the trip checklist [Chkl]
Contract signed status [Chkl]	`checklist_trip_item_contract_signed_status`	Contract signed status from the trip checklist [Chkl]
Ground transport invoice status [Chkl]	`checklist_trip_item_ground_transport_invoice_status`	Ground transport invoice status from the trip checklist [Chkl]
Invoice status [Chkl]	`checklist_trip_item_invoices_status`	Invoice status as recorded in the trip checklist [Chkl]

Available filters

Filters let you narrow down the data to the specific subset you need — by date range, aircraft, status, and more.

Filter	Description
Operator	Filter invoices by the operator (relevant for multi-operator or subcharter setups)
Quote request status	Filter by the current status of the associated quote request
Currency converter	Apply a currency conversion to financial values in the report
Invoice type	Filter by invoice type (e.g. standard, proforma, recharge)
Paid	Filter by payment status — show only paid or unpaid invoices
Date range type	Select which date field to use as the basis for the date range filter
Closed	Filter by whether the invoice has been closed
Assignee	Filter by the sales person or user assigned to the invoice
Aircraft	Filter invoices by the aircraft associated with the trip or flight