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Invoice reports
Updated over a month ago

To export invoice reports, you must have created at least one invoice.

To learn how to use the Invoices and Receipts feature, follow this guide.

1. Go to the "Invoices & Receipts" tab.

2. Click on the Options icon, and select Invoice Report. 

3. Select the relevant period:

4. Then, select the report type:

  • Invoice Summary: Generates 1 row per invoice.

  • Line Details: Generates 1 row per line item.

  • Payment Without Invoice: Generates 1 row per transaction; displays the amounts requested and paid without an invoice being created beforehand.

    • *Note: This option is only valid if you're using the Stripe, Square and/or Lightspeed integration to collect payments (or create sales) from bookings.

*If you use Square or Stripe, consider exporting the "Invoice summary" and "Payment Without Invoice" reports to make sure you have the total amount of all payments made.

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