Run the Receivable Invoice Summary report (New)

Run the Receivable Invoice Summary to view or export a summary of all invoices, credit notes, overpayments and prepayments from Sales in a given period.

The Receivable Invoice Summary is the new version of the Customer Invoice Report you might be familiar with. You can continue to use the old report if you wish.

Run the Receivable Invoice Summary

  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 Summary (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

  • Payments / Credits
  • All payments and credit allocations. When you've applied a prepayment to an invoice, it will appear in this column even if your report doesn't include prepayments individually.

  • Realised Gains
  • The gain or loss when you apply payment to a foreign currency invoice.

  • Unrealised Gains
  • The unrealised gain or loss associated with a foreign currency invoice. This doesn't apply to draft invoices.