Report - Invoice History
Here you can review the complete history of issued invoices. With the available filters, you can search by date range, client, payment status, and other parameters to generate a precise report based on your needs.
This page includes the following elements:
1 Use this button to set the filters applicable on this page. A popup window
will be displayed after clicking on it, from where you can select which filters to add from the dropdown.
For your convenience, the Filter Category dropdown shows a list
of the different filtering categories. You can search by keyword in the Name field or view all options by selecting All.
2 Use this button to customize the columns in the table. A popup window
will appear, where you can choose which columns to show. Columns are also organized by categories with a keyword search option.
3 This button allows you to save the report. After clicking it, a popup
will open where you can assign a staff member who will have access to the saved report.
4 Button to clear all applied filters.
5 This section shows all filter options you’ve selected in step 1.
6 From here you can export the report in CSV, XLS, or PDF format. The Bulk Actions dropdown provides access to the available options
for performing actions on all filtered results.
7 A table showing all results, before or after filters are applied.
8 A section displaying the key financial values per invoice – total amount, received amount, and remaining amount.
If a report has been saved, it will be accessible via a link on the reports overview page.