Report Description & Purpose

The Total Invoice Amounts By Month Report provides a summary of all Invoices by Month along with their status.

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Features & Primary Benefits

Displays Invoice ID, Status, and Totals for each month.
Click into the Invoice ID column to drill down into each Invoice.

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Predefined Filters

The following filters are automatically applied to the Total Invoices Amounts by Month Report. Click the Filters arrow to expand the section and adjust the criteria as needed.

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Filter	Criteria	Default Setting
Reporting Currency	is	Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article.
Total Invoice Amounts By Month Include Taxes (Yes / No)	is	No
Total Invoice Amounts By Month Period Date	Matches (advanced)	this year
Customer Customer Name	Is equal to
Entity Name	is
Invoices Status	Is equal to

When to Schedule this Report

The timing of when to run this report will vary based on your organization's policies. One common example is to run this report monthly to review Invoice activity and also to keep contact records up to date.