Invoices Report

Open Reports > Invoices. You need access to Reports and Run Invoice Reports permission.

Choose the report

Enter From and To dates, select Report, choose an owner where applicable, then click Run Report.

• Outstanding invoices lists invoices without a paid date. It can include drafts and invoices that are not yet due.
• Paid invoices lists invoices with a paid date. For this option, the date range filters the paid date.
• Stage owner invoices lists invoiced stages, with amounts belonging to each stage. The owner selector becomes Stage Owner. It is not limited to paid invoices.
• Draft invoices lists unpaid invoices that have not been marked as sent to the client.
• All invoices includes invoices regardless of payment or issue status.

The other invoice options use the invoice date for filtering. Project Owner filters by the owner of the invoice's project; it is not the person who entered the invoice.

Read and export results

The report includes invoice and client details, owner, net amount and total. Stage owner results include stage numbers, so the same invoice can appear against more than one stage.

Use the download control above the results to export CSV, Excel or PDF. Keep the chosen dates and report type with an export if you need to explain it later.

Sage accounts export

Sage accounts export downloads an Excel workbook of invoice payments in the selected period. It uses payment dates and your Sage references and transaction settings; the owner selector is hidden. This is separate from sending invoices through the Sage integration. If there are no matching payments, the page displays a message instead of downloading a file.