How to pull data for your Quotes, Invoices and Invoice Payments
- Hover over 'Reports'
- Click on 'Business Tool Reports'
InkSoft Business Tools have four report options:
- 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