Invoice Report

Invoice Report

To download Invoice Report Excel file, open a Report and click Download Invoice Report button in the Report console.

Note: Download Invoice Report button is active for reports with Workspace, Matter and Client breakdown, if there were some generated Invoices out of them.

A zip file with the Invoice report excel file is downloaded.

The Invoice Report contains details about the Invoices that were generated out of the Report along with the corresponding Report items information, aggregated according to the breakdown that was used in the Report (Workspace/Matter/Client).

The Invoice information is displayed in the following designated columns, placed in the beginning of the file:

  • Invoice Number – the number of the Invoice that refers to the corresponding Report item
  • Invoice Date – the generation date of the Invoice that refers to the corresponding Report item
  • Invoice Tax Rate – the tax rate of the Invoice that refers to the corresponding Report item
  • Invoice Tax Value – the total tax value in the Invoice that refers to the corresponding Report item
  • Invoice Grand Total – the grand total of the Invoice that refers to the corresponding Report item
  • Invoice Currency – the currency used in the Invoice that refers to the corresponding Report item
  • Billing Period Start Date – the start date of the billing and invoicing period
  • Billing Period End Date – the end date of the billing and invoicing period

The information in the rest of the columns in the Invoice Report file refers to the corresponding ExportData report file.

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