The Customer Invoice Summary Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
Purpose
The purpose of the Customer Invoice Summary Report is to display each customer’s invoice information. You have the ability to show the following invoice statuses in the report:
- All invoices
- Paid invoices
- Unpaid invoices
- Partially paid invoices
- Refunded invoices
How to generate report
Refer to guide: How to generate customer reports
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar
After tapping the Export Data icon, the following page will appear on the screen
Refer to guide: How to generate customer reports
Admins and manager users
All reports across all accounts are merged into a single spreadsheet.
Fields included within
- Customer Name
- Customer Number
- Invoice Number
- Invoice Date
- Merchant Cost
- Customer Cost
Schedule reports
The Customer Invoice Summary Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.