This Invoice List report will assist you with finding all of the invoices in your system.
You can search for a specific invoice by Invoice ID, contact, account, email or phone number. You can add filters and sorting options to narrow down the results.
You can export this report into 3 file formats CSV, HTML and PDF.
How to Use the Invoice List Report
How to Use the Invoice List Report
Under Reports select Invoice List. You now have a full list of the invoices in your Event Temple System.
In the upper right corner, Click the Columns Icon to choose which headers you want to display in your report.
From the left column drag into the right column those that will display in your report.
Move the headers from right to left to take them out of the report.
Move them up or down in the right column, to place them in the order you want them to appear in the report.
Add Filters to narrow down the information, such as date range.
Optional: Save View of the report you created with your filters.
Add a name, description and choose if you want the report available to only you or the rest of your team.
Now you can click next to Invoice List on the grey box and find your newly saved report.
Optional: Click Export to your preferred view
How to Read the Invoice List Report
When you Export the report in HTML or PDF format, tick the box to Include Summary. Click ok and the report will generate.
2. Terms are defined and calculated as follows:
Subtotal | The total of the Revenue attached to all of the Menu Items in the invoices that have been selected for payment on that particular invoice. (not including any deductions such as Discounts or additions like Service Fees and Taxes.) |
Total | Revenue minus Discounts. Plus Fees (taxable) Plus Taxes - on the newly deducted revenue amount with the taxable fees. Plus Fees (not taxable) - add to all of the above, calculated on the Revenue minus Discounts only portion of revenue.
|
Taxable Total | Revenue minus the Discount plus taxes linked to any taxable revenue. (Some revenue might not be taxed at all and it will be included here but not plus any taxes. Taxable Total will also include any taxable service fees.) |
Discount | The Discount applied to an invoice when you set it up in the booking  or add it in on the invoice  when editing the merged invoice. You choose the percentage.
|
Amount Due | The amount you expect the customer to pay. Could be only a portion of the total due for the Booking. Or could be all of the money due. Will also exclude any Payments made that have been reflected on the invoice and paid against that invoice.
|
Revenue, Taxes & Fees | These are the amounts attached to the invoices, but do not necessarily add up to the Totals since you might have adjusted the Invoice for a partial payment only. |
Important Considerations
Important Considerations
The CSV file is an Excel format but does not have the option to include the Summary
If an Item on a Booking or Event has not been Invoiced, it will not be calculated in the revenue of this report.
Additional Information