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Author Topic: Invoice Report output  (Read 518 times)
tal
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Posts: 10


« on: February 27, 2017, 06:40:41 pm »

A situation I have run into recently leads to this minor enhancement request, unless its there and I'm just missing it.

I have clients for whom I have multiple projects. I want a report of all the invoices for that client separated by project. When I run an invoice report, the resulting spreadsheet shows all client invoices, but doesn't show the project to which the invoice is attached. Is it possible to output the project on the invoice report?

Thanks, and once again, I can't say enough about this program. Been running my business for 2 years now on it.
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Adam
Administrator
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Posts: 942



« Reply #1 on: March 08, 2017, 12:18:28 pm »

Hi Tal,  Sorry I must have missed this post.   Sad

The Invoice Report itself does not show details, such as Projects.  As you probably know, you can use the "Auto Invoice" with the "Separate by Project" option to make sure all invoices have only the specific project.

If you need to get a report, then use the Reports tab and customize it as necessary.  You can always turn on the CSV option for the Reports incase you need to import it into a spreadsheet program for further sorting.  Hope that helps.
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tal
Newbie
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Posts: 10


« Reply #2 on: March 21, 2017, 03:21:40 pm »

Thanks. I'll poke around with the reports and I'm sure I'll figure out what I need.
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