This report shows all invoices and credit notes that were issued to clients within a specified date range.
Filter the displayed items by Account, Client, or Reference column – see Common Tasks/Filtering Lists.
- Click in the Date Issued From and To fields and select the dates from the respective calendars to determine the date range for which you want to generate the report.
- Click Go to generate a report on all invoices that were issued within the selected date range. Information is displayed under the following headings
- Issued – The date on which the invoice was issued to the client.
- Account – The client’s account number.
- Client – The name of the client.
- Doc Type – for instance Invoice or Credit Note.
- Reference – The reference number of the invoice.
- Info – Supplementary information printed on the invoice.
- Amount Excl – The amount invoiced (excluding tax).
- Tax – The tax amount included in the invoice total.
- Amount Incl – The amount total amount invoiced.
- Amount O/S – The total amount outstanding.
Click the Export as (csv) icon if you want to export this list to a format that can be viewed and edited in, for example, Microsoft Excel.
