Use the Invoice/Credit Summary report to show a list of
invoices and short information about each invoice. As a result, you can quickly and easily
know the most important information about each invoice.
The report output includes this information for each invoice:
The client and the code of their contact record
The invoice number
The invoice status (for example Pending or Approved)
The total debit quantity and credit quantity
The tax rate
The invoice due date
The invoice department
The payment terms
The report output can include the tags of tag
categories that invoices have. To include the tag categories, use the Include
Tag Categories settings:
Note: The report output does not include inherited tags of
invoices.
Filters of the report
The report has many filters that you can use to show specified information only.
Examples of information that you can use the filters to show includes:
You can use many of the filters at the same time. For example, use the filters to
show approved invoices that are fully paid for June of 2023 and for one client.
