Line items (item codes and item descriptions) are entered on invoices when creating an invoice for a client. Line items can be used for reporting purposes. For example, you could determine which items are generating the most income and at what time of the month. See How to Create an Invoice for information on adding line items on an invoice.
This report displays all line items associated with client invoices within a specified date range.
Filter the displayed line items by Client or Reference column – see Common Tasks/Filtering.
- 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.
- Client – The name of the client.
- Doc Type – For example Invoice.
- Reference – The reference number of the specific document.
– Click to edit either or both of the Item code or Item Description (if required). Click ✓ when complete or ✗ to cancel the edit.
- Item code – The item code of the specific item.
- Additional – Additional information for the line item (if applicable).
- Item Description – a description for the line item.
- Qty – the number of line items.
- Unit Price Excl – The unit price (excluding tax).
- Total excl – The total of the items (excluding tax).
- TAX – The amount of tax relevant to items to include on the above total.
- Total incl – The total of the items (including tax).
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.