This report show record of invoices and it includes invoices for which payment not received. This report also shows invoice creation date and due date of that invoices. This report will be helpful in identifying the paid, unpaid and invoices which was saved as a draft.
This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for a specific dates, a month or even a year.
Steps to create the report
- Go to reports
- Click on invoice report mentioned in Sales report
- Click on date range choose from the dropdown menu
- If the you want to create the report for one particular customer
- Click on customer field and choose from the dropdown menu
- You can customize the report by clicking on invoice status filed
- Click on generate Report to generate report
- Click on open to open as PDF.
- You can download by pressing on download icon
- You can edit the headers to your need
- See screenshot attached invoice report report with data