Invoice information can be filtered and grouped by the invoice Sale type from the Invoice Log. Print in a report format, individual invoices, or the corresponding mailing labels.
Tip: To add or remove any additional invoice fields from the Invoice Log, see Customize the Invoice Log before proceeding with the steps below.
From the sidebar navigation, click
Business Tools, then Invoice Log.
- From the Invoice Log toolbar select the filter button
, then choose Filter. - From the Invoice Type drop-down, select an invoice type, such as Business Supplies or Personal Use (if necessary, additional filters can also be set).
- To preview as a report, from the toolbar, select the print button
then choose Print. - In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
Additional Information:
- Has Non-Recovered Tax filter can also be applied. See Non-Recovered Tax Report as an additional reference.
- Individual invoices can be printed one at a time by selecting a checkbox, then from the Invoice Log toolbar, select the print buttonthen choose Print. Alternatively, to email, select the email button
. - Handle Demos, Donations, or Expired/Product Loss
- Handling Personal Use
- Close Year-End & Run Tax Reports