How to View Sent Invoice Reports?
1. Go to the Invoice Report Section: Login to your Invoicera account and on the reports tab, select Invoice report.
2. Fill in the Details: In the invoice reports section, fill in the desired options
-
Choose from invoice due date or paid
-
Choose the date range
-
Choose the due date range
-
Select the client. More than one client can be selected
-
Select the columns to be viewed in the report
-
Check or uncheck the invoice status options
-
Choose an Invoice prefix
-
Select staff members if required
-
Select from active, archived or deleted invoices
-
Add additional field if any
-
Sort by date, invoice number, sub-total or gross total
-
Choose from ascending or descending
3. View Detailed Reports: View column-wise details of all the sent invoices. Export to CSV or Excel formats
Posted by Invoicera Support on 14 December 2015
Was This Article Helpful?
Related Posts