cancel
Showing results for 
Search instead for 
Did you mean: 
groundedinno
Level 2

Invoice Reports

Is there a way to pull a report per invoice? We have some invoices that have over 20 items including materials, markup and tax. I need totals breakdown for each category. I know I can just add it up manually, but hoping to just run a report so I don't need to. 

Solved
Best answer December 31, 2021

Best Answers
KimMcCPA
Level 6

Invoice Reports

@groundedinno ,

 

Yes, you can get that information by running a Transaction Detail Report by Account and filtering by Invoice number.

 

Reports > Transaction Detail by Account

Tap Customize button (upper right)

in Filter section, click box beside Num

Enter invoice number

Run report

 

View solution in original post

3 Comments 3
KimMcCPA
Level 6

Invoice Reports

@groundedinno ,

 

Yes, you can get that information by running a Transaction Detail Report by Account and filtering by Invoice number.

 

Reports > Transaction Detail by Account

Tap Customize button (upper right)

in Filter section, click box beside Num

Enter invoice number

Run report

 

groundedinno
Level 2

Invoice Reports

THANK YOU!!

FritzF
Moderator

Invoice Reports

Hi @KimMcCPA ,

 

Thank you for sharing your inputs to help address the issue.

 

Keep on posting here in the Community! Enjoy the rest of the day!

Need to get in touch?

Contact us