Invoicing Report

Watch the video or scroll down for step-by-step instructions.

Tiers: Scaling Up, Enterprise

Wistia video thumbnail

Step-by-step instructions . . .

  1. Select  Reports > Invoicing. 

  2. Select any of the filter options to view a specific date range.

    • The top left corner will offer the option to toggle between the last three months.

    • The top right corner allows you to customize the date range of your report.

  3. Click  Details to view additional information.

  4. If the total of an invoice is yellow, this means the total does not include the price for installed items.