Use the Invoice Log to filter invoices by any date range and display only the records needed. Select a preset range or enter custom dates, apply additional filters as required, then preview and print or export the results as a tabular report or individual invoices.
From the sidebar navigation, click
Business Tools, then Invoice Log.
- From the Invoice Log toolbar select the filter button
then choose Filter. - From the Date Range drop-down, select one of the quick range options (or choose Custom to enter a Start and End Date, then click OK). 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 or emailed one at a time by selecting a checkbox, then from the Invoice Log toolbar, select the print buttonthen choose Print (to email, select the email button
). - Up to five invoices can be emailed together from the Account & Invoices tab of the contact profile. See Email an Invoice for detailed steps.