Summary of Invoices Report

The Summary of Invoices report is the flagship AR invoice report. Use it for daily, weekly, or monthly invoice summaries, profitability by customer or salesperson, GL roll-ups, returns analysis, voided-invoice review, and per-customer or per-ship-to totals. The Report dropdown selects which variant of the data to render.

Open it from {menu:summary-of-invoices|fkNWSxFkFG}.

Running the Report

The page is two-step: choose your filters and the Report variant, then view the report on screen with a one-click PDF download.