Invoices Overview

Introduction

The Invoices Overview report offers detailed information on the Membership and One-off Fees you've Invoiced. Most of the data in this report is broken down by months, based on the Invoice Period that was selected.

Report Views

Overview Tab

The most important widget in the Overview Tab is the Invoiced Amounts widget -> it shows the total invoiced amounts for each invoice period, which is broken down by Invoice status.

By Revenue Account Tab

This tab shows a summary of the total amounts you've invoiced per revenue account, as well as what's still due. The whole report is again broken down for each Invoice Period.

By Customer Tab

This tab shows a summary of the total amounts you've invoiced per customer, as well as what's still due. The whole report is again broken down for each Invoice Period.

By Invoice Tab

This tab shows a detailed list of Invoices you've issued for each customer, with their respective total invoiced amounts and what's still due.

Filtering

You can filter the data by:

• Invoice Location
• Revenue Account
• Customer Status
• Customer Name
• Payment Default Method
• Invoice Status
• Aging Bucket