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Invoicing and Payments Report

  • Updated:

You may need invoice/payments reports to cross reference with Finance departments or to help add up totals in terms of how much requests are costing your agency. 

 

Instructions

  1. Sign in to your account
  2. Navigate to the Admin header and click Reports in the drop-down
    admin header with reports selected in dropdown.
  3. Select the Invoicing and Payments button
    invoicing and payments button.
  4. Choose whether you want to run a report for All Time or a Custom Date range
    report date options - All Time or Custom Dates.
  5. Choose to include Paid invoices, Outstanding invoices, or both in your report
    invoice status options - Paid or Outstanding.
  6. (Optional) Include Deleted invoices in the report
    include deleted invoices checkbox.
  7. Click the Generate button
    blue generate button in bottom left corner.

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