How do I Generate General Report in Invoices App?

Updated on February 7, 2017 02:40AM by Admin

General Reports

General reports give the detail history of the created invoices generally  for the given period and also you can view the report conventionally for a particular customer. The general reports are classified into

Steps to Generate General Reports

  1. Log in and access Invoices App from your universal navigation panel.
  2. Click "Reports" icon from header bar.
    Invoice Reports
    1. You can view "General", " Revenue Report" and "Tax Report". 

Invoice List Report

An Invoice List Report as its name reveal, has a row for each individual invoices with the attribute invoice number, the billing contact, the customer who has been invoiced, the status of the invoice, total amount and balance (yet to be billed) for a given period.

Steps to view Invoice List Report

  1. Click on “Invoice List” in general report.
    Invoice List
  2. Provide "Start Date" and "End Date".
    View Report
  3. Click on “View Report” to view the Invoices list in the dashboard.
    Invoice List

Invoices by Customer

The customer invoice reports which support you to filter the invoice record of the particular customer.

Steps to view Invoices by Customer

  1. Click on “Invoices by Customer” in general report.
    Invoice By Customer
  2. Provide the following information:
    • Customer Name - Name of the customer.
    • Start Date - Start date.
    • End Date - End date.
    View Report
  1. Click on "View Report" to view the Invoices list.

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