The Invoice Report provides a complete overview of all invoices across your clients and projects. It helps you track:
Invoice totals and balances
Payment status (paid, unpaid, partially paid)
Due dates and overdue invoices
Revenue collected vs outstanding amounts
Important Notes
The report reflects only invoices included in selected filters
Payment status is dynamically updated based on payments received
Amount due is recalculated as payments are applied
Date filters affect which invoices are included in the report
Currency selection impacts financial aggregation
Report structure
The Invoice Report includes several financial indicators and column details that help you understand the status of every invoice.
Totals Summary
At the bottom of the report, you’ll find a consolidated totals section that summarizes all financial activity across the included invoices. This includes:
Total Amount – The sum of all invoice totals in the report.
Paid Amount – The total of all payments collected across those invoices.
Amount Due – The remaining unpaid balance across all active invoices.
Customizing the report fields
You can customize how invoice data is displayed to match your workflow.
You can:
Show or hide specific invoice fields
Reorder columns for preferred viewing
Tailor the report layout for accounting or operational needs
Filters available in the Invoice Report
You can refine results using multiple filters to isolate specific financial data:
Currency
Client
Project
Invoice Status
Total Amount (min/max range)
Paid Amount (min/max range)
Issue Date (from/to)
Due Date (from/to)
Paid Date (from/to)
Exporting your Invoice Report
You can export the report as a CSV file for accounting systems, client reviews, or internal financial reporting:
