Note: due to the complexity of the screenshots added in this guide, we recommend opening them in the new tab (please right-click on each graphic and select “Open in a new tab”). Report Invoice list is designed to show you a list of sales invoices from a given period, issued for a given client. This list includes values ​​taken from the summary of invoices (net, VAT, gross) and a summary of all income from invoices in the period you selected.

After clicking the phrase more options, you have access to more headings that will allow you to generate a more detailed report: - Document type - a type of document that you want to include in the report. You can choose all accounting documents or limit the search to e. g. VAT invoice or prepayment invoices, - Status - for report, you can choose an invoice only with a specific document status, - User - if you have more than one user in the system that generates documents, you can use the selected filter, - Buyer country - when the country of origin is specified on the Client card, you can generate a list of revenues for contractors from a given country, - Currency – with the currency field you can choose for report invoices issued in a given currency or select the option Any (with conversion to USD) when the USD is the currency of the entire account, - Client - you can generate a revenue report, taking into account only one Client. In the heading, start entering the client’s name and choose from the ones suggested by the program.