{"id":27237,"date":"2019-08-10T15:53:14","date_gmt":"2019-08-10T14:53:14","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27237"},"modified":"2019-09-16T08:02:30","modified_gmt":"2019-09-16T07:02:30","slug":"invoices-for-customer-report","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/invoices-for-customer-report\/","title":{"rendered":"Invoices for customer report"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Invoices for customer report<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can raise invoices to your customers as soon as the job is complete. \u00a0All your invoices are available in the invoices dashboard. \u00a0You 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.<\/p>\n<p>To generate a report of all invoices raised for a customer over a period, follow the steps below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Generate your invoices for customer report<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To generate a report of all your invoices raised for a customer over a period<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong> in the menu bar<\/li>\n<li>Click <strong>Invoices<\/strong> and then\u00a0<strong>Invoices for customer<\/strong><\/li>\n<li>Select the date range<\/li>\n<li>Select which date to choose. This could be either\n<ul>\n<li>When the invoice was added<\/li>\n<li>The tax date of the invoice<\/li>\n<\/ul>\n<li>Select the customer<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p>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.<\/p>\n<div id=\"attachment_27241\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27241\" class=\"lazyload size-large wp-image-27241\" title=\"Reports generate invoices raised customer\" src=\"https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-1024x648.png\" alt=\"Reports generate invoices raised customer\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Reports-generate-invoices-raised-customer.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27241\" class=\"wp-caption-text\">Reports generate invoices raised customer<\/p><\/div>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Export your invoices raised report<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>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 <a href=\"https:\/\/www.okappy.com\/creating-dashboards-with-okappy-and-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">beautiful dashboards<\/a> which show your key metrics as they change over time.<\/p>\n<div id=\"attachment_27233\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27233\" class=\"lazyload size-large wp-image-27233\" title=\"Export invoices raised to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png\" alt=\"Export invoices raised to Google Sheets\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27233\" class=\"wp-caption-text\">Export invoices raised to Google Sheets<\/p><\/div>\n<p>You can also export your invoices raised for a particular customer to Tradex by clicking the Tradex icon ( <img class=\"lazyload wp-image-26357\" title=\"Okappy and Tradex\" src=\"https:\/\/okappyimages.okappy.com\/tradex-icon1.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/tradex-icon1.png\" alt=\"tradex icon1\" width=\"20\" height=\"20\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/tradex-icon1-66x66.png 66w, https:\/\/okappyimages.okappy.com\/tradex-icon1.png 86w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 20px) 100vw, 20px\" \/> )<\/p>\n<div id=\"attachment_27232\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27232\" class=\"lazyload size-large wp-image-27232\" title=\"Export invoices raised to Excel\" src=\"https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-1024x647.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-1024x647.png\" alt=\"Export invoices raised to Excel\" width=\"1024\" height=\"647\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27647%27%20viewBox%3D%270%200%201024%20647%27%3E%3Crect%20width%3D%271024%27%20height%3D%27647%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-200x126.png 200w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-600x379.png 600w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-700x441.png 700w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-768x485.png 768w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-1024x647.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-invoices-raised.png 1370w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27232\" class=\"wp-caption-text\">Export invoices raised to Excel<\/p><\/div>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Share your report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>You can share your report by email to colleagues or your customer by clicking the email icon ( <img class=\"lazyload size-full wp-image-27153\" title=\"Email report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2716%27%20height%3D%2713%27%20viewBox%3D%270%200%2016%2013%27%3E%3Crect%20width%3D%2716%27%20height%3D%2713%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailTransparent1.png\" alt=\"Email report\" width=\"16\" height=\"13\" \/> ) at the top of the report.<\/p>\n<p><img class=\"lazyload size-large wp-image-27152\" title=\"Email Report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Email-Report-1024x648.png\" alt=\"Email Report\" width=\"1024\" height=\"648\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to generate a report for all the invoices raised for a particular customer over a period of time using the invoices for customer report<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[319],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Invoices for customer report - Okappy<\/title>\n<meta name=\"description\" content=\"Learn how to generate a report for all the invoices raised for a particular customer over a period of 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