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The Invoice Summary Report includes detailed information about invoices within a specific date range in an Excel file.

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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.

You can download an example of this report here.


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