View source for Report: Invoice Register

[[Category:Reports]][[Category:Invoiced Premium]][[Category:Invoice Register]]
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    <td>Related Pages</td>
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<tr> 
<td>
<ul>
<li>[[Invoice: Create An Invoice]]</li>
<li>[[Training 6: Accounting]]</li>
<li>[[Training 7: Management]]</li>
</ul>
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    <td>Related Categories</td>
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<tr>
<td>
<ul>
<li>[[:Category:Reports|Reports]]</li>
<li>[[:Category:Invoiced Premium|Invoiced Premium]]</li>
<li>[[:Category:Invoice Register|Invoice Register]]</li>
</ul>
</td>
</tr>
</table>
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 ==
[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]]

[[Report: Invoice Register: Premium Volume by Company - Highest to Lowest|Premium Volume by Company - Highest to Lowest]]

[[Report: Invoice Register: Agency Commission 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 '''Reports -> Invoice Register'''. 

Access to the invoice register is controlled through the [[Security System| security system]] '''A/R -> Invoice Register -> View''' setting.

[[File:invreg-default.png]]
=== Report Window Options ===
==== Export to Microsoft Excel ====
To enable the export option to Microsoft Excel, select '''Detail Level -> Detail'''. 

[[File:invreg-detail-export.png]]