Invoice Summary Reporting

Invoice Summary Reports allow you to see the details of invoices with a summarised total.

 

Tip: This article will cover details specific to generating Invoice Summary Reports, for an overview of how reporting works in general click here

 

Generating an Invoice Summary Report

  1. Click  from the Side Menu
  2. Click Invoices Summary Report

  1. Select the date range you wish the report to cover
  2. Select the output format (either PDF or CSV)

 

Unique search criteria for Invoice Summaries

Invoice Number

  1. Click the field next to Invoice Number  to run a report for a specific invoice
  2. Enter the relevant Invoice Number
  3. Click 

Customer Name

  1. Click the field next to Customer Name  to run a report for a specific Customer
  2. Enter the relevant Customer Name
  3. Click 
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