Invoices for customer report

Invoices for customer report

With Okappy, you can raise invoices to your customers as soon as the job is complete.  All your invoices are available in the invoices dashboard.  You can also generate a report for all the invoices raised for a particular customer over a period of time using the invoices for customer report.

To generate a report of all invoices raised for a customer over a period, follow the steps below.

Generate your invoices for customer report

To generate a report of all your invoices raised for a customer over a period

  • Click Reports in the menu bar
  • Click Invoices and then Invoices for customer
  • Select the date range
  • Select which date to choose. This could be either
    • When the invoice was added
    • The tax date of the invoice
  • Select the customer
  • Click Generate report

This will generate a report showing the tax date of the invoice, invoice number, reference, status, customer, net amount, vat amount and whether the invoice has been paid or not. You can also view the details of the invoice.

Reports generate invoices raised customer

Reports generate invoices raised customer

Export your invoices raised report

You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

Export invoices raised to Google Sheets

Export invoices raised to Google Sheets

You can also export your invoices raised for a particular customer to Tradex by clicking the Tradex icon ( tradex icon1 )

Export invoices raised to Excel

Export invoices raised to Excel

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Email Report

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.