Run the Receivable Invoice Detail report (New)

Run the Receivable Invoice Detail report to view or export line-by-line details of all invoices, credit notes, overpayments and prepayments from Sales in a given period.

Run the Receivable Invoice Detail report

  1. In the Reports menu, select All Reports.
  2. Under Sales, click ... to expand the section if the report is hidden.
  3. Click Receivable Invoice Detail (New).
  4. Choose a time frame or select a date, then click Update to view your report.

The report includes all invoices by default, including any deleted and voided invoices. You can apply filters to exclude these or group the report by status so they have separate totals.

Customise your report

Click Report Settings to customise your report.

Image of the Report Settings link.

Display column options explained

  • Expected Date
  • The expected date entered on the Sales screen, or the due date, if you haven't entered one.

  • Invoice Seen
  • Whether your contact has viewed the invoice. (Only applies if you've sent an online invoice.) This applies for all time, not just within the date range of the report.

    Online invoices