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October 10, 2025
Question

Can I compile a monthly report showing paid invoices, their amountsand date of payment?

  • October 10, 2025
  • 1 reply
  • 8 views

i need to set up monthly paid invoice reports, showing invoice numbers, their amounts paid and the date of payment. How do I do that?

1 reply

Level 10
October 10, 2025

Yes, you can generate the Invoices and Received Payments report from the Reports menu to access all the data you need, Angelika.

 

The Invoices and Received Payments report provides a detailed list of payments you've received along with their corresponding invoices. Set the Report period to focus on monthly data for your specific needs. Here’s how you can access and customize it:

 

  1. Go to the Reports menu.
  2. In the Standard reports section, pull up the Invoices and Received Payments report.
  3. Set the Report period to This Month or This Month-to-date and customise if necessary. 

 

If you have any other concerns, please feel free to reach out. We’re here to help.