Invoicing Report
Section overview​
This section allows a user to build a report, based on information from the issued invoices with a possibility to export data (.xls, .xlsx, and .csv). Since the Invoicing Report generates statistics according to invoices, if you delete an invoice, the data will be no longer present in the report. The report shows data according to the variables determined in the Invoice Templates section.
Creating a new Invoicing Report​
To create a new invoicing report, fill in the following query form:
Filters​
On the Filters menu, select the required parameters for the report. To cancel any filter, click on the delete icon next to the filter.
You can start a quick search by typing filters' names in the field at the top of a drop-down menu with filters.
- Interval: Specify the time interval for the report and a timezone. Please note that the Interval field is mandatory.
- Owner: Define a reseller for the report
- Invoice Type: Select the type of invoice from the drop-down list: outgoing or incoming
Additional Filters​
The accessible additional filters are:
- Clients: Company, Client, Client Type, Owner User
- Extras: Invoice, Payment Account
- Client Type: Choose a respective parameter for statistics data:
- Client
- Reseller
- Calling Card
- Call Shop
- Client: Define a client for the report
- Invoice: Specify the name/number of a target invoice
- Payment Account: Select from the drop-down list of predefined system payment accounts:
- Services
- Products Fees
- Extra Charges Outgoing
- Extra Charges Incoming
- SureTax
- Calling Cards Fees
- Accounts Receivable
- Accounts Payable
- General and all manually created accounts from the Payment Accounts section
- Client Type: Choose a respective parameter for statistics data: