Report to show all invoices created this month, and their status.

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  • Updated 2 years ago
I want to create a report to show all invoices created for this month and their status of paid or unpaid. I have tried to modify the open invoices report, but when I change the date range it shows ALL invoices. Is there a report I can create for this?
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Posted 2 years ago

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Hi Bec

Yes, there are a few default ones or you can create/modify your own for specific info.
Under “Sales” in the “Reports” menu, you can choose "Sales by Customer Detail".  This will display the line detail of each invoice, totalled per Customer:Job.  To configure this more specifically:

  • Click on "Modify report"

  • Select the applicable Date Range

  • In the “Columns” list, untick “Left Margin” & any others you don’t need.

    You can add in additional columns by ticking them (eg adding the "Paid” column will show “Paid” or “Unpaid” status for each line)

  • Under “Total by”, you can leave as “Customer” or if preferred, select another grouping such as “Month”

  • To choose to see figures as “Net” (excl GST) or Gross (incl GST), click on the “Advanced” tab & select the preferred “Tax Basis” option.  Click “OK” to save.

  • Click “OK” to save all your changes.

  • You can also change the order of the columns by hovering your mouse over the column heading until you see the hand icon, then left-click & dragging the column to your preferred point.

    This report is a detailed version (eg reports every line which - if you have a lot of lines on your invoices - could be very long.  I create my own Summary version(s) (eg one line per invoice) totalled per month, as follows:

  • Click on “Edit” (along top toolbar) > “Find” & the “Advanced” tab

  • From the Filters listed, select “Date” & choose your dates/date range

  • (Depending on your Company-set “Tax” & “Reports” “Preferences”) either:  

  • * Select “Transaction Type” & from the dropdown, select “Multiple ...” then tick “Tax Invoice” & “Adjustment Note”, then click “OK”           or

  • * Select “Account” & your Income Header account &/or subaccounts

  • Scroll down the Filters list & select “Detail Level” then click on “Summary Only”

  • Click on “Find”

  • Click on “Report” then under “Modify Report”, tick/untick preferred columns (I show “Amount” & “Open Balance”), choose “Total by” “Month” then click on “OK”

    Once you’ve created/modified any report, you can give it a relevant name/title

    (Click on “Modify Report” then on “Header/Footer” tab edit/overtype the “Report Title” field) then click on ““OK”. 

    You can also “Memorise” it (as per your modifications) - Click on “Memorise” - for re-use at any time