Today I entered a number of manually generated invoices and cannot find them in any sales report summaries, how do I find them and what do we have to do to record them.

Usually, the reason your invoices go missing from reports is that the selected dates are incorrect or the settings are hiding unpaid items. To avoid this, ensure transactions are saved correctly as invoices and that no filters or document types are set to exclude them. Then, confirm the items are linked to income accounts so they appear on your financial summaries.

The most effective way to locate your invoices is by using the Invoice List report. Here’s how:

1. Go to Reports.
2. Search Invoice List report, then open it.
3. Set the Report period to All Dates to capture everything.

To ensure your invoices are recorded correctly and appear in your reports:
 

1. Create an Invoice.
2. Fill in the customer name, invoice date, due date, and line items (products/services).
3. Make sure to select the correct tax rate (e.g., GST/HST) if applicable.
4. Click Save.

Should you have any questions or clarification, please let us know below. We’re here to help.