Overview
This report includes detailed information about invoices within a specific date range in an Excel file.
Instructions
1) 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.
2) Click on Invoice Summary. The system will ask you to enter the email address to send the report.
3) Click on Save to finish. Download an example of this report here.
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