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Overview

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This report

The Invoice Summary 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.

Ui step

Click on Invoice Summary. The system will ask you to enter the email address to send the report.

Ui stepClick on Save to finish. Download an example of this report .

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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.

  5. Type the email address you want to send the report to.

  6. Click on Save.

Info

You can download an example of this report here.

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