Invoices Report

1. Click REPORTS, located on the sidebar menu (left-hand side of the screen).
   
2. Click Sales report option.
   
3. Select Invoices Report option.
   
4. From the Period drop-down select desired time period (all time, this month, last month, this year, last year, last 3, 6 or 12 months) or select Period option to set custom from and to dates.
   
5. Adjust the report further by selecting Invoices Status (e.g. run report only for paid and partially paid invoices) and Sales Agents (e.g. run report only by specific sale agent).
   
6. Ensure that All matching invoices are displayed – set view dropdown to All.
   
7. Click Export button, to export your report to Excel, CSV/PDF file or print it out.
   

Note: You can also export PDF Invoices (individual files) in bulk for printing/accounting purposes. Just follow this guide: Bulk Export Invoices in PDF

Note: You can also view Invoices Total Quick Stats (Paid, Outstanding, Past Due). Just follow this guide: View Invoices Quick Stats