Trial Balance
๐งพ Sales Invoice Extended Warranty Reportโ
The Sales Invoice Extended Warranty Report provides complete visibility into sales invoices that include extended warranty coverage beyond the standard warranty period. It helps your service, accounts, and sales teams track extended warranty commitments, ensure compliance with service terms, and plan post-sales support effectively.
๐ฏ Purpose of the Reportโ
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To monitor all extended warranties sold through sales invoices.
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To track start and end dates of extended coverage separately from standard warranties.
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To help the service team validate coverage during service calls.
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To assist finance in tracking extended warranty sales revenue.
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To support customer relationship management by proactively engaging before expiry.
๐ Key Data Fieldsโ
| Field | Description |
|---|---|
| Invoice Number | Reference to the sales invoice with extended warranty. |
| Invoice Date | Date of invoice generation. |
| Customer Name | Name of the customer who purchased the product and warranty. |
| Product Name / Code | Item covered under the extended warranty. |
| Serial Number (if applicable) | Unique identifier for the product. |
| Standard Warranty End Date | Date when normal warranty coverage ends. |
| Extended Warranty Start Date | Usually the day after standard warranty ends. |
| Extended Warranty End Date | Expiry date of the extended coverage. |
| Extended Warranty Duration | Additional time period covered (e.g., 12 months, 24 months). |
| Warranty Status | Active, Expired, or Claimed. |
| Warranty Plan / Type (optional) | Name or code of the extended warranty package sold. |
๐ Filter & Search Optionsโ
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Date Range (Invoice Date, Extended Warranty Expiry Date)
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Customer Name
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Product Name / Code
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Serial Number
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Warranty Status (Active, Expired, Claimed)
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Sales Person / Branch
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Invoice Number
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Warranty Plan Type
๐ Sample Report Layoutโ
| Invoice No | Customer | Product | Standard Warranty End | Extended Warranty End | Status |
|---|---|---|---|---|---|
| INV-3120 | GreenTech Ltd | Solar Inverter-X9 | 15-Aug-2026 | 15-Aug-2028 | Active |
| INV-3108 | Delta Motors | EV-Battery-PowerCell | 20-Jul-2025 | 20-Jul-2027 | Expired |
โ Benefitsโ
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Clear visibility into extended warranty commitments for better customer support.
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Improves service efficiency by reducing disputes over coverage.
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Helps finance track extended warranty revenue as a separate income stream.
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Facilitates customer engagement with reminders before expiry.
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Supports data-driven decisions for future warranty plan pricing and offerings.
โ๏ธ Actions Supportedโ
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View linked sales invoice and warranty plan details.
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Trigger renewal notifications for customers.
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Export report to PDF, Excel, or CSV.
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Schedule automated alerts for upcoming extended warranty expiry.
๐ Use Casesโ
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Service Managers check coverage before approving a repair or replacement.
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Sales Teams use it to upsell extended warranty renewals.
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Accounts use it to confirm extended warranty revenue recognition.
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Management analyzes trends in extended warranty uptake and profitability.