Party Invoice Report

पार्टी इनवॉइस रिपोर्ट — Party-wise invoice ledger: every invoice number, amount, status, balance, and Total Outstanding for the filters you choose. As of July 2026, Lorryto does something almost no transport software in India gives you: send one ledger PDF/Excel, and the party or CA can open any invoice without logging in.

What you see on this page

• Filter bar with three dropdowns and Generate Report button:
  • Select Date (optional): Same date presets as Party Trips (Last 6 Months, This Month, etc.)
  • Select Party: One specific party or All Parties
  • Select Invoice Status: All Invoices (default), Paid, Un-Paid (for outstanding only)
• After generating, Report Period chip if date filter applied
• Two-row summary card section:
  • Top row counts: Total Invoices, Paid Invoices, Un-Paid Invoices
  • Bottom row money: Total Invoiced (₹), Total Received (₹), Total Outstanding (₹, highlighted)
• Data table with columns: Sr. No., Invoice Date, Invoice No, Party Name (if All Parties), Invoice Amount (₹, green), Paid Amount (₹), Balance Amount (₹, red), Status (Paid/Un-Paid badge), Settled Date, Created On
• Download buttons: Excel and PDF with file format icons
• In exported PDF/Excel: extra View column with clickable View Invoice links (Invoice No also clickable)
• Each View Invoice link opens the invoice PDF without requiring Lorryto login (valid ~3 months/90 days)
• Empty state: “No records found for this period.” when no invoices match

Steps

1

🧾Open Party Invoice Report

On Reports, open Party Invoice Report (Invoice status and outstanding payments) → Open report.

Open Party Invoice Report↗

2

🔍Set filters (party-wise outstanding)

• Select Date — optional (same presets as trips, e.g. Last 6 Months)
• Select Party — one party for a ledger, or All Parties
• Select Invoice Status — All Invoices, Paid, or Un-Paid (for outstanding / unpaid only)

Example: party asks for last 6 months ledger → Party = Swift Cargo, Date = Last 6 Months, Status = All (or Un-Paid for dues only) → Generate.

3

▶️Generate Report

Tap Generate Report. You get a detailed list of invoices with numbers, amounts, status, and balance.

4

📊Read summary and rows

Counts: Total Invoices, Paid Invoices, Un-Paid Invoices.

Money: Total Invoiced, Total Received, Total Outstanding.

Columns: Sr. No., Invoice Date, Invoice No, Party Name (if all), Invoice Amount (₹), Paid Amount (₹), Balance Amount (₹), Status, Settled Date, Created On.

5

⬇️Download Excel or PDF

Excel / PDF. Exports add a View column with View Invoice links (Invoice No is also linked).

6

🔗Open any invoice without login

Send the PDF (or Excel) to the party or your CA. They click View Invoice / Invoice No and open that invoice PDF without a Lorryto login — see trips and charges on that bill, even among hundreds of invoices in the period.

Links stay valid about 3 months (90 days). After that, generate and download the report again for fresh links.

This saves the old nightmare of searching one invoice from months ago and resending it one by one. At IT filing time, share the ledger with your CA so they can open each invoice independently.

🇮🇳

Only Lorryto gives this across India (as of July 2026)

One ledger. Every invoice clickable. No login for the party or CA. Till date, transporters across India usually WhatsApp single PDFs or dig through folders when a party asks “what was the rate / charge on that invoice from 3 months ago?” — especially when 400–600 invoices sit in a 6‑month ledger.

With Lorryto you generate the Party Invoice Report once, send the Excel/PDF, and they open any bill from View Invoice. Same workflow for CA at IT filing: full ledger, each invoice independent. This is built for Indian transporters — and it is rare (effectively unique) among tools used in the market today.

💰

Why this matters for money

Parties often deduct when POD or receipts seem missing. A clear ledger plus openable invoices (with trip context) helps both transporter and party settle disputes faster — and can save real money that would otherwise be cut.

Report links open the invoice PDF. To also append POD and other trip documents on a given invoice, open that bill in Lorryto and use Include trip documents on Download & share / Print Invoice.

📎

Day-to-day create/settle/print: Invoices. Trip status report: Party Trips Report.

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