How-To Guide

Include Payment Details on Invoice-Type Reports

  

Include invoice payment details—like final payment, amount paid, and balance due—on your invoice-type reports. It’s a way to get customized payment information at your fingertips.

This article will explain how to create a report with invoice payment details. Follow the steps below.

  1. Click Reports...Report Center from your navigation bar.


  2. Click on the magnifying glass near the top of your window.


  3. Click on the hyperlink Create your report.


  4. Select Invoice List from the new window that pops up.


  5. Click Next to edit the report settings.

  6. Add columns to your report, including your invoice payment details. To do this, scroll within the gray box and find the header Invoice Payments. Check boxes under this header to include relevant invoice payment details.


  7. Click Create Report, near the top-right of your window, and your report will look something like the image below.

 

Where to go from here:

Restricting report access and content

Copying and Customizing an existing report

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