Total Invoice Amounts by Month Report

Contents

• Report Description 
• Key Features
• Report Metadata
• Default Filters
• Use Cases
• When to Use this Report
• FAQs

Overview

The Total Invoice Amounts by Month report provides a monthly summary of invoices, including invoice status and total invoice amounts. Use this report to monitor invoice activity and review invoice totals over a selected reporting period.

Key Features

The report allows you to:

• View invoice IDs, statuses, and total invoice amounts by month.
  
• Drill down into individual invoices by selecting an Invoice ID.
  
• Analyze invoice activity across the selected reporting period.

Report Metadata

Default Filters

The following filters are applied by default. Expand the Filters section to modify the report criteria as needed.

Use Cases

Use the Total Invoice Amounts by Month report to:

• Monitor monthly invoice activity by reviewing invoice totals across different months.
• Track invoice status to understand the distribution of invoices by status over the selected reporting period.
• Analyze invoice trends by comparing total invoice amounts across multiple months.
• Review customer invoice activity by filtering the report for specific customers.
• Drill down into invoice details by selecting an invoice ID to view the associated invoice.

When to Use This Report

Run this report to:

• Review monthly invoice activity.
• Analyze invoice totals by reporting period.
• Monitor invoice status over time.

The recommended reporting schedule depends on your organization's reporting requirements. A common practice is to run this report monthly to review invoice activity and maintain accurate financial records.

How to Run & Interact

Refer to How to Run Reports for instructions on running reports, applying filters, and interacting with report results. Refer to How to Run the Reports

Sample Report Output

FAQs