This article will provide users with a step-by-step guide on how to Generate an Invoice Summary per Client.


Question answered in this article:

  • How do I Generate an Invoice Summary per client?

  • Can I download the Invoice Summary file?


How to Generate an Invoice Summary per Client

  1. On the Clients page, Select the client for whom you will generate the report.



  1. On the Client modal, select the Finances tab.



  1. Scroll down and locate the Invoice Summary.



  1. After clicking The Invoice Summary, you will be able to view the report on your screen.



  1. Select the start and end dates in the Period field, and then use the date picker to indicate the desired date coverage.



  1. Click the Export button on the upper right corner of the Invoice Summary.



  1. Once you click on the export button, the file will automatically download. You may check your download folder for the exported Invoice Summary file.