If you’re using version 3 - click here for the transition milestone dates and the transition calls.

What does the Invoice Report track?


All year-to-date invoices, client balances and billing history are tracked, and can be downloaded into other accounting software programs. You can use the Invoice Report feature in Reports menu > section Invoices/Payments > Invoices Report (system version 4), respectively Reports menu > Invoice Report (system version 3), to track your billing history over a certain period of time. Choose your time interval and click on the button 'Run report' (system version 4), respectively the button 'Generate' (system version 3). A table will appear with all invoices generated for all clients over that period, along with details regarding those invoices.

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