Report: Invoice Register

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Revision as of 18:48, 4 December 2014 by Mlively (Talk | contribs) (added create an invoice link)
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The invoice register provides a number of report formats based on agency or direct bill invoices. There are a number of different category sort options and detail levels depending on the reporting needs. In addition, a Microsoft Excel export to a spreadsheet is available.

Report Examples

Premium Volume by Client - Highest to Lowest

Agency Commission Volume by Client - Highest to Lowest

Access and Window Options

The invoice register can be opened by selecting A/R -> Invoice Register.

Access to the invoice register is controlled through the security system A/R -> Invoice Register -> View setting.

Invreg-default.png

Report Window Options

Export to Microsoft Excel

To enable the export option to Microsoft Excel, select Detail Level -> Detail.

Invreg-detail-export.png