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), you’ll be able to see your own information only. 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.

You can access any of these reports by clicking on Reports on the left sidebar, which will open the reports overview dashboard.

Table of Contents

 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  Team tab to view the invoices that your employees had billed your organization for. You can also filter the reports by date, member, invoice status (open or closed) or export the report as a CSV or PDF file.

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 Team tab or simply view your own invoices if you are looking at the Me tab.

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

Client invoices

See client invoice totals, paid, and due amounts. Easily filter the invoices by date, client, invoice status (open or closed) or export the report as a CSV or PDF file.

Only organization owners will have access to clients invoice report.

Client invoices aging

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. Likewise, you can filter this report by client.

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

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