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Overview
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This report includes detailed information about invoices within a specific date range in an Excel file. |
Instructions
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Go to Reports>>Customer Reports. All the available reports from this section can be sorted by date range, status, sales person, customer and customer status; apply the filters at your convenience. |
Download an Invoice Summary Report
- Click on Reports.
- Select Customer Reports.
- Use the filters that the system will apply to the report.
- Click on Invoice Summary.
- Type the email address you want to send the report to.
- Click on Save
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Info You can download an example of this report here.
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