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Overview
Excerpt

This report includes detailed information about invoices within a specific date range in an Excel file.

Instructions

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Ui step

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.

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Download an Invoice Summary Report

  1. Click on Reports. 
  2. Select Customer Reports.
  3. Use the filters that the system will apply to the report.
  4. Click on Invoice Summary.
 The system will ask you to enter
  1. Type the email address you want to send the report to.
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  1. Click on Save
 to finish. Download an
  1. .

Info You can download an example of this report here.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
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cqllabel in ( "invoice-summary" , "order-summary" )