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.

Customize your report

Click Report Settings to customize your report.

Image of the Report Settings link.

Report Settings options

Option Description
Date SearchChoose the type of date you would like to search by.
Expected DateThe expected date entered on the Sales screen, or the due date, if you haven't entered one.
Invoice SeenWhether 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.
Invoice SentWhether your invoice was emailed from within Xero. This applies for all time, not just within the date range of the report.