How to Generate an Invoice Transaction Report

 

Use the following steps to generate an Invoice Transaction Report:

 

1. Click on the Business tab, click Accounts Receivable, and select Invoice Transaction Report.

 

2. If applicable, click on the Report Sequence drop-down menu to select one of the following options: Date (selected by default), Month or Account.

 

Note: Based on the selection only certain fields will be available.

 

                    

 

          3.

If

Then

Date or Account is selected

1. If applicable, in the Invoice Date section, click on the calendar icon to enter the From and/or To dates.

 

2. If applicable, in the Account Number section, enter the From and/or To fields to search account numbers between the specified accounts given.

 

3. Proceed to Step 4.

Month is selected

1. If applicable, in the Account Number section, enter the From and/or To fields to search account numbers between the specified accounts given.

 

2. If applicable, in the Invoice Date- Year/Month section, click on the From and/or To drop-down menus to select the year and month to search between.

 

3. Proceed to Step 4.

 

4. If applicable, click on the Revenue Category drop-down menu to select an option.

 

5. If applicable, click on the Include Deactivated Accounts selection box.

 

6. If applicable, click on the Amount selection box, select a symbol from the drop-down menu and enter the amount in the next field.

 

 

7. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

 

8. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

 

Note: All exported file types have the Save (Download) or Print options. 

 

Click on the arrows in any column to sort the data. Not all columns will have this option.

 

 

9. Click on the Back button to return to the Invoice Transaction Report screen.

 

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