Invoice & Payment Summary will print out all payments and their associated invoices for the filters that you specify.
Get started by going to Invoice & Payment Summary in the navigation menu.
- Select filters to apply on the results.
- You can select a time period by using the "Select Interval" dropdown.
- You can filter the results by specific staff members and clients.
Note: Invoices are categorised by the staff member who created the invoice.
Note: Payments are categorised by clients who were attached to the corresponding invoice and staff members who created the corresponding invoice.
Once you have set your filters, results will be displayed.
You may then decide to generate the results as a PDF.
PDF results will be saved to the File Manager under "Financial Summaries".