Up and Running with Online Invoices Reports

An article by Adam    No Comments

For any date range, you can generate reports related to taxes, payments or general invoice. With easy to use filter options, you can customize the results displayed by client, currency, status and many other options. See what you are up to, in seconds, any time.

General Invoice Report

1. From the “Invoice” menu choose “General Invoice Report”
   
2. Group by client, staff, invoice statues or time period.
3. Choose certain client or all clients
4. Invoiced by: Choose a staff member to show all his created invoices.
5. Choose status: paid, partly paid, unpaid or overdue
6. Choose a date range.
7. Choose the currency and then click Show Report
   

Note: You can print the report directly or export to CSV or PDF file with graphs and tables.

Invoice Taxes Report

1. From the “Invoice” menu choose “Invoice Taxes Report”.
2. Choose a tax.
3. Choose revenue type: Accrual or Cash
4. Choose a date range.
5. Choose the currency and then click Show Report
   

Note: You can print the report directly or export to CSV or PDF file with graphs and tables.

Invoice Payments Report

1. From the “Invoice”menu choose “Invoice Payments Report”.
2. Group by client or time period
3. Invoiced by: Choose a staff member to show all his created invoices.
4. Choose a specific client or all clients
5. Choose a date range.
6. Choose a payment method or all methods.
7. Choose the currency and then click Update.

Note: You can print the report directly or export to CSV or PDF file with graphs and tables.

Contact us if you have an issue or more questions.

Start using our Online Invoices Software now, or try our Free Invoice Generator