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How do I generate Paid summary report?

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Updated on March 6, 2018 09:05PM by Admin

At the end of a month, you would need to know how many clients have cleared your payments and the ones that are overdue. Apptivo Invoices app has a set of default reports that will help you generate a report that summarizes all  the invoices that have been paid. Lets have a look at the following steps.

To Generate Revenue Invoice Paid Summary Report


  1. Login and access Invoices App from your universal navigation menu bar.
    invoice-dashboard
  2. Click on "Reports" icon located at the app header bar.
    reports-icon
  3. You can view "General" in left navigation panel.
    invoice-paid-summary-report
  4. Click on “Invoice Paid Summary Report” from "General Reports" drop down.
  5. Provide the following information:
    • Customer- Select a customer from predefined list.
    • Invoice Date From - Start date.
    • Invoice Date To - End date.
      View Report
  6. Click on "View Report" button to view report in dashboard.
    view-report
  7. Click on "Export" button, if you want to export the report into excel, select ".xls".



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