Get a report of paid invoices

You can generate a total number and amount of paid invoices for a given time period from the 'Invoices' section.

  1. Select the 'Invoices' section from the main navigation
  2. Click on the filter button and select 'Paid'
  3. Change 'All time' to 'Choose dates' and select the time period you want to report on 
  4. The total number and amount of paid invoices will display above your list of invoices 
  5. You can download these to a CSV document to see them as a report.  
  6. Once downloaded open the document in an excel format or similar programme

Tip: If you need to see the amount of payments received in a period of time, select 'Receipts' instead of 'Paid'. 

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