Invoice Report

Invoice Report

To download Invoice Report excel file:

  1. 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 are some generated invoices based on this report.

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

Invoice Report file contains invoice information along with the corresponding report information, aggregated according to the breakdown used in the report (Workspace/Matter/Client).

The invoice information is populated in the following designated columns, placed in the beginning of the file:

  • Invoice Number – the number of the corresponding to the report item invoice.
  • Invoice Date – the generation date of the corresponding to the report item invoice.
  • Invoice Tax Rate – the tax rate in the corresponding to the report item invoice.
  • Invoice Tax Value – the total tax value calculated in the corresponding to the report item invoice.
  • Invoice Grand Total – the grand total of the corresponding to the report item invoice.
  • Invoice Currency – the currency used in the corresponding to the report item invoice.
  • Billing Period Start Date – the start date of the billing period.
  • Billing Period End Date – the end date of the billing period.

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

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