This guide provides a simple process for generating detailed invoice reports, essential for tracking sales performance. It outlines the steps to access and customize reports, ensuring users can efficiently analyze their data. Additionally, it offers various download formats, making it easy to share.
1. Click “Reports” on the sidebar
2. Click “Sales Reports”
3. Select “Invoice report”
4. Select “Period Type”(see list in next slide) and click “Get report”
5. List of “Period Types”
6. Download the report as is or filter with the options below.
Options for download include “CSV, EXCEL, PDF and “COPY” to clipboard
