Invoices: Invoice Overview Report

[EmilyTapestrySupport]

In this tutorial we are going to look at how to navigate the 'Invoice Overview Report' screen. Through here you will be able to see and export a report/s relating to your invoice data. 

First, start by heading to the booking tab (1). 

 

 

Then, click 'Reports' (2) and 'Invoice Overview' (3).

 

 

Here you will see a graph displaying your paid and unpaid invoice amounts. Along the bottom, you will see the month that is the invoice date (1), whether the invoice within that period has been paid or unpaid (2), and along the left hand side the value (3). 

 

 

Hovering over the bar will show you the breakdown of the of the invoice.

 

 

Along the bottom you can also see the invoice date (1), the total cost of the invoices for that month (2), how much has been paid (3) and how much is unpaid (4). Use the scroll bar along the bottom to move along the months if needed (5). 

 

At the top of the screen you can choose to view this data by year (1) or, you can choose a custom month (2). 

 

 

When you choose the month/s, you will see the data appear relating to the period you have chosen.

 

 

To export the data showing on the screen, select 'Export Table to CSV' (1). Please note, the CSV will only include the data you have selected from the date picker. 

 

 

The CSV layout will appear as it does on the 'Invoice Overview Report Screen' with the invoice date, the total of the invoices, and the paid and unpaid amount. 

 

 

And that is how to navigate the 'Invoice Overview Report' screen. For further support, please contact us at customer.service@eyfs.info. 

 

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