Overview
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The Invoice Summary 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. |
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Click on Invoice Summary. The system will ask you to enter the email address to send the report. |
| title | Related Articles |
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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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You can download an example of this report here. |
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