Invoice Register Report
This report is quite helpful when you need to view your billing for a specified time period. With plenty of options for manipulating the data by choosing the options from the filters, this report can be as broad or specific as you need. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links. To access the report, you need the User Permission ‘Invoice Register Report’. To view data for all users, you’ll need the sub-permission ‘View All Users’. Without the permission to view all users, you will be limited to your own data and the data of users who report to you.
We recommend that you have the following set up or configured prior to using this report, if you require specific search information:
Order Types
Payment Terms
Special Billing
Installments
Report Search and Results
The available search fields can help you narrow down your results. Choose from filters such as company, invoice ID, date ranges, invoice statuses, order types, primary rep, publication, and payment terms to help find the desired invoices.
Once you run your search with the desired filters, you will get a table of results with data including invoice ID, order and bill-to companies, rep, relevant invoice dates, and cash values.
Click on the invoice number to open the invoice PDF.
Clicking on either of the company names will redirect you to that company’s overview page.
If it is a master invoice, you can also click on the delivery date field. This will open a popup that shows you the delivery dates of each item included on the invoice, along with some additional details about the item.
Added 9/09/2022