Invoice Summary Reports allow you to see the details of invoices with a summarised total.
This article will cover details specific to generating Invoice Summary Reports.
Tip: Learn how reporting works here
Generating an Invoice Summary Report
- Click from the Side Menu
- Click Invoices Summary Report
- Select the date range you wish the report to cover
- Select the output format (either PDF or CSV)
Unique search criteria for Invoice Summaries
- Click the field next to Invoice Number to run a report for a specific invoice
- Enter the relevant Invoice Number
- Click the field next to Customer Name to run a report for a specific Customer
- Enter the relevant Customer Name