If you’re a Regular User, check out our Regular User resources.
You can run reports on your invoice data, and export it to Excel or CSV.
- Go to Invoices > Reports and click New Report.
- Choose the type of report and filters you need. You can filter by:
- All invoices or payments received.
- Status (all, draft, sent, late, paid, written-off)
- Click Generate Report.
For each invoice in your report, you’ll see the amounts invoiced and paid, and a balance, if any. For all invoices in your report, you’ll see the total taxes, amounts invoiced and paid, and balances.
Export your reports to Excel or CSV by using the buttons at the top of the report. Note that your export will contain more detailed information than what you see on the interface, including tax amounts for each invoice.