The Invoice Summary Details Report can be found within the reporting dashboard. The intent of this article is to explain the function of the report.
The purpose of the Invoice Summary Details Report is to display further information about previous invoices.
How to generate report
Refer to guide: How to generate customer reports
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar
After tapping the Export Data icon, the following page will appear on the screen
Fields included within
- Master EDI
- Invoice Date
- Invoice Amount
- Charge Description
- Net Amount
The Invoice Summary Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.