Reporting For Enhanced Invoicing

Enhanced Invoicing has a report section which will enable users to produce:

• Monthly Debtor Statements - a record of all credits and debits for a particular debtor over the last month. It will also produce aged results.
• General Debtor Statements – can be for longer than one month. This report will give you all the credits and debits for a particular debtor over the period selected, but will not produce aged results.
• Outstanding Invoices – shows all outstanding invoices Print all debtor statements – prints all debtor statements.

All reports are accessed from Reports on Browse Invoice screen. 

Monthly Debtor Statements

1. Select Debtor Statement from Report Type drop down menu.
2. Select the name of the client you wish to produce the report for in the Names box.
3. Ensure that you have selected an invoice format in the Format box.
4. Select the month you wish to report from the Monthly Statement box.
   
5. Click the green tick. 

Example Monthly Debtors Report

General Debtor Statements

1. Select Debtor Statement from the Report Type drop down menu.
2. Select the name of the client you wish to produce the report for in Names.
3. Ensure that you have selected an invoice format in Format. 
   
4. Now click the green tick.
   

Example General Statements Report

Outstanding Invoices

1. Select Outstanding Invoices from the Report Type drop down. 
   
2. Click the green tick. 

Example Outstanding Invoices Report

Print All Debtor Statements

1. Select Print all Debtor Statements.
2. Select the Month that you wish to print.
   
3. Click the green tick.
4. A message box similar to the one below will now display.
   
5. Click on Yes.
6. Ensure there is enough paper in your printer and the reports will all print out.
7. All your debtor statements for the month you have selected will now be printed.