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Generate an Invoice Items/Services Report

Updated over a week ago

To generate an Invoiced Items/Services report that shows any invoice with a specific item or service on it for a specific time frame, click the "Reports" tab.

Then under the "Financial" section, click "Invoiced Items and Services".

Choose the date range, category, and/or items/services you want on the report from the dropdowns at the top of the page.

(Note: by default, it shows the current year to date).

Once your report has been generated, you can then export an Excel file, CSV file, or print the report.


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