Use the Invoice Log to filter invoices by any date range and display only the records needed. Select a preset range or enter custom dates, apply additional filters as required, then preview and print or export the results as a tabular report or individual invoices.
From the main toolbar, select 
Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).
- From the
View Options drop-down, select 
Import. - Select Invoice Summary by Type, then click OK.
- From the Filter sidebar, under the Date Range field, select one of the quick date options or choose Custom to enter a custom date.
- If desired, you can drill down the list further by using any of the other available sidebar filters, such as Invoice Type, Discount Type, Name, or Has Non-recovered Tax.
- To print individual invoices, first select the checkbox (or checkbox column header to select all); otherwise, to print as a tabular report, click
Print, then choose View. - From the Preview toolbar, click
to print (or 
to export as a pdf). - When finished, to remove any filters set, click
.
Additional Information:
- You only need to import the view once. To access the view in the future, select it from the drop-down, or if no longer needed, click View Options, then select Delete.
- To add additional fields to the view, select
Column Chooser. Drag and drop desired fields onto the current view. - To hide any columns, right-click on the column header and select Hide This Column. To reset back to the default, from the View Options drop-down, select
Reset. - To sort by a specific column, click on the column header to be sorted by.
- To filter by a specific column, hover over the column header. Click on
and choose your filter criteria. To clear any filters set, click Clear Filters. - To import a view, from the View Options drop-down, select Import. Alternatively, to delete the view shown, select
Delete instead.