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