Invoice Summary Details report

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
  • Account
  • Invoice
  • Invoice Date
  • Invoice Amount
  • Charge Description
  • Quantity
  • Net Amount

Schedule reports

The Invoice Summary Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.

Additional resources

All reports and analytics  

Updated on April 10, 2024

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