How To Run An Invoice Report

Step-by-step guide

Navigate to: 

  • Accounting > Invoices > Open/Approved/Paid depending on the type of report you wish to run;

  • Scroll to the bottom of the page and use the filters as per your requirements and click “search” ;
  • The results of your search will show below the filter drop downs,
  • Select all items you want to show in the report by ticking the box on the left hand side (or select all);

  • Once desired items are ticked, click navigate to the bottom right of your screen and click on the “Do With Selected” drop down menu;


  • Then select “download as XLS”,
  • When the pop-up shows as per below, click “OK” ;


  • You will then be able to view the report.