Business Tools Reports

How to pull data for your Quotes, Invoices and Invoice Payments

Getting Started

  • Hover over 'Reports'
  • Click on 'Business Tool Reports'

InkSoft Business Tools have four report options:

  • Quotes
  • Invoices
  • Payments
  • Partial Payments

Creating a Report

This example shows the Invoice Report, however all four of these reports use the same filter criteria:

  • Start/End Date: Select the desired start and end date for the report.
  • Customer: Select the customer(s) you would like to include in the report or check all. 
  • Output Type: The report will generate as either an HTML or Microsoft Excel file based on this selection.
  • Run Report

HTML Report Example