How do I view invoices reports?

The invoices reports will give you information about your client’s, and your own invoices. For a user (employee), they will be able to see their own information.

The purpose of these reports is so that you can keep track of or even export your invoices, your teams invoice totals, paid, and due amounts, and outstanding and past due invoices. Click here to view a guide on how to invoice your employer and click here for how to invoice a client. This report can only be generated when invoices are submitted.

You can access any of these reports by clicking on Reports on the left sidebar. Navigate to the Invoice section then click on the report you need. You can also “star” a report to add them under the Reports menu on the sidebar.

Table of Contents

Client invoices

Only organization owners have access to clients invoice report.

The Client invoices report will display the following information:

  1. Issue date – date the invoice was issued.
  2. Invoice – displays the invoice number.
  3. Status – open/closed.
  4. Invoice total – total amount billed on the invoice.
  5. Paid – displays the total amount paid for each invoice.
  6. Amount due – shows the unpaid amounts on each invoice.

You can also click on the Filters button to apply filters to show specific clients, and the status of each invoice (open/closed). Toggle the “Sum date ranges” setting to see the combined totals, paid/unpaid amounts, and amounts due. You may also choose to “Save filters” to apply them the next time you run the report.

You can also send, schedule this report to be sent automatically, or export this report.

Client invoices aging

Only organization owners have access to clients invoice report.

This report will give you an overview of the outstanding and overdue amounts for generated client invoices, and it will display by how many days the amounts are overdue.

The report will include:

  1. Client name
  2. 0-30 days – total amount due for invoices from 0-30 days.
  3. 31-60 days – total amount due for invoices from 31-60 days.
  4. 60+ days – total amount due for invoices older than 60 days.
  5. Total – shows the total amount due for all invoices.

You can also click on Filters to filter the report by Client name or “Save filters” to apply the same filter in the future.

You can also send, schedule this report to be sent automatically, or export this report.

Only invoices with an Open or Closed status will be viewable in the invoice reports. Drafted invoices are excluded.

 Team invoices

Get invoice totals, partially paid invoices and amount due.

Click on the Me tab to view the invoices that you’ve generated for an organization that you are a member of, or click on the  All tab to view the invoices that your employees had billed your organization for.

The All tab is only available to organization owners and managers.

The Team invoices report will display the following:

  1. Issue Date – date the invoice was issued.
  2. Invoice number – displays the invoice number. Clicking on the link will take you directly to the invoice you selected.
  3. Invoice Status – displays the current status of the invoice (open/closed).
  4. Invoice Total – displays the total amount billed on the invoice.
  5. Paid – shows the total amount paid for each specific invoice.
  6. Amount due – shows the total amount due for each invoice.

You can also click on the Filters button to apply filters to show specific members, and the status of each invoice (open/closed). Toggle the “Sum date ranges” setting to see the combined totals, paid/unpaid amounts, and amounts due. You may also choose to “Save filters” to apply them the next time you run the report.

You can also send, schedule this report to be sent automatically, or export this report.

Only invoices with an Open or Closed status will be view-able in the invoice reports. Drafted invoices are excluded.

Team invoices aging

This report will give you an overview of your outstanding and overdue invoices, and display by how many days the amounts are overdue.

You can filter by team member if you are looking at the All tab or simply view your own invoices if you are looking at the Me tab.

Only organization owners will have access to the All tab of the invoice reports.

The report will include:

  1. Member name
  2. 0-30 days – total amount due for invoices from 0-30 days.
  3. 31-60 days – total amount due for invoices from 31-60 days.
  4. 60+ days – total amount due for invoices older than 60 days.
  5. Total – shows the total amount due for all invoices.

You can also filter the results of the report by member name or “Save filters” to apply the same filters in the future.

You can also send, schedule this report to be sent automatically, or export this report.

 

Sending Reports

Reports can be sent to one or more email recipients by clicking on the Send button.

Add the email recipients on the field, separating each email address with a comma, then customize the message (optional) then either send a test message clicking the “Send me test” button, or click on “Send” to send the report.

Scheduling Reports

You can also schedule reports to be sent automatically by clicking on the “Schedule” icon. After clicking the icon, a dialog box will appear where you can:

  1. Enter the e-mail addresses of the recipients.
  2. Customize the message on the e-mail.
  3. Choose the file type (CSV/PDF).
  4. Enter the name of the report.
  5. Choose the Date Range included in the report from:
    1. Today
    2. Yesterday
    3. Last 7 days
    4. This week
    5. Last week
    6. The last 2 weeks
    7. This month
    8. Last month
  6. Delivery Frequency – how often the report is sent. Choose from:
    1. Daily
    2. Weekly
    3. Monthly (when the monthly option is selected you are provided 3 additional options: 1st of the month, 15th of the month, Last day of the month)
  7. Delivery time – exact time when the report is sent.
  8. Send preview – sends a sample report.
  9. Save – stores your scheduled report, which you can view via the Scheduled Reports section.

 

 

Exporting Reports

The report can be exported as a PDF or CSV, allowing you to keep local records of your team’s expenses.

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