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Invoice Reports

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Updated at Nov 18, 2024
By Dee Zepf

Table of Contents

Recurring Invoices Aging Invoice Invoice Export Line Item Export Refund

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Note: This document has been imported from the former KB and has not yet been verified.

 

Recurring Invoices

This report will display all your currently recurring Invoices. You can link directly to the customer from any of these. You will get a snapshot of the details of the recurring invoices, and can see a total revenue from them all at the bottom.

Aging Invoice

This report will show you all your open invoices, and how long they have been open. Towards the bottom you will see the total revenue from these invoices.

Invoice Export

Clicking this will automatically start downloading a full export of your Invoices to CSV.

Line Item Export

In this report you're able to specify a date range, and then pull a CSV report of all line items, either all or just Paid line items.

Refund

This report will show you all of your Refunds that have been processed:

 

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