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Invoice Reports

< 1 min read

πŸ” What it is: #

Invoice reports display the financial status of your invoices, showing you which invoices are paid, pending, overdue, or partially paid.

βœ… How to Use: #
  1. Go to: Reports > Invoices
  2. Filter the report by:
    • Date range
    • Invoice status (paid, pending, overdue)
    • Specific customer
  3. The report shows:
    • Total revenue generated from invoices
    • Outstanding payments
    • Invoices by status (e.g., overdue or pending)
  4. Export the data to CSV, Excel, or PDF for accounting.
πŸ’‘ Pro Tip: #

Use the Invoice Report to manage cash flow. Focus on the overdue invoices to take prompt action and ensure timely payments from customers.

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