Invoice Report

The Invoice Report provides a convenient view of Invoices generated in a given time period, supporting the reconciliation process. This report is designed with flexibility in mind, incorporating both a high-level view of total Invoice amounts (aggregated by month, quarter, or year) and more granular details such as the amounts charged for different products on a single Invoice.

Report Features:

• The Include Taxes toggle updates the report to show total Invoice amounts along with any applicable taxes.
• Invoice amounts always appear in the month they were generated (based on the Invoice Date), while Invoices marked as Reversed display reversed values in the month they were reversed (based on the Reversal Date).
• Embedded links allow for seamless navigation to Customer Accounts, Invoices, Products and Plans.
• Customize the report to fit the needs of any analysis, such as filtering by Invoice Status or grouping by Customer, Product, or Plan.

Run Invoice Report

Navigate to Menu > Reports > Invoice Report. 

By default, the report is grouped by Customer Name and Invoice ID for the current calendar year, aggregated by Month, with the Include Taxes toggle set to False.

Filter Report

Use the available Filters to customize the report. 

Click Run to run the report with selected criteria.