Customer Invoice Report (older version)
Access the Customer Invoice Report, the older version of the Receivable Invoice Summary. If you have multi-currency, you can switch to non-base currencies, but the report can only show one currency at a time.
Run the Customer Invoice report
- In the Reports menu, select All Reports.
- Under Sales, click ... to expand the section if the report is hidden.
- Click Customer Invoice Report.
- Select a date range, then click Update to view your report.
Customise your report
Sort and filter the report using the options at the top of the screen.
|Dates||Choose the type of date you would like to sort by.|
|Status||Choose the invoice status to show.|
|Sort By||Choose an option to sort the report in order of.|
|Unsent Only||To show only invoices (and other items) which have not been marked as sent.|
|Include Deleted & Voided||To show invoices (and other items) which have been deleted or voided.|
If you're using multi-currency in Xero, the report will also display a Currency drop-down. This allows you to view only those invoices in a specific currency.
Access individual items
Access an individual invoice, credit note, prepayment or overpayment by clicking on the item details.