To track your invoices, go to the Performance Reports > Invoice Tracking menu.
How do I set up my Invoice Tracking?
Once in this tab, you can then configure the display by choosing:
The display period
Columns to display
Filters to apply
How can I see only my invoices and my total sales over a given period?
The Invoice Tracking tab displays your invoices and expenses.
If you only want to display your invoices, you need to add the "type" column and then filter on the invoices as shown here:
How do I only see my overdue bills?
To view a table of all your overdue invoices, you will need to add the " Status " column to your tracking table and apply a "Overdue" filter to it as shown here:
How do I export my invoice tracking table?
After configuring your table, you can export it to Excel format by clicking here:
You can also perform an accounting export in Sage, EBP or Cegid format by first clicking on the "Export" button and selecting "Accounting export of invoices:"
Then you can choose the export format that suits your needs as shown below:
Now it's your turn!