How To View Client Reports?

1. Go to the Client Reports Section: Login to your Invoicera account and on the reports tab, select the client option.

2. Selecting The Options:

a. Select the date range for which you wish to view the report

b. Choose the client

c. Choose to sort by: Invoice Number, Invoice Status, Date or Billed Amount

d. Ascending or Descending Order

e. Choose from billed recieved or outstanding

Add a report heading and click on Generate Report

3. View Reports: View the total billed amount along with the status of each invoice for the particular client.

f. Export the report in Excel or CSV

Posted by Invoicera Support on 14 December 2015

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