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Reports

The Reports page is where you run various reports on Expert Invoice. Go to Expert Invoice > Reports

Invoices Report

This report gives you a summary of all the invoices in the system. Select the start and end date for reporting.

Quotes Report

This report gives you a summary of all the quotes in the system. Select the start and end date for reporting.

Item Sales Report

This report gives you a summary of all invoices items and their various quantities and amount. Select either the Product, start date or end date to generate the report.

Inventory Report

This reports gives you a summary of all products you have, and if their inventory is being managed, their quantity left.

Sales Tax Report

This reports gives you a summary of taxes collected based on full payments only. If the invoice has not be fully paid, taxes from that invoice are not added. Select the start and end date to generate the report.

Payment Report

This report gives you a summary of all payments made by your customers.
Select either the payment method, start date or end date to generate the report.

Refund Report

This report gives you a summary of all refund made to your customers.
Select either the payment method, start date or end date to generate the report.

Customers Report

This report gives you a summary of invoiced amount, payments amount and refund amount by your customers. Select either the customer, start date or end date to generate the report.

Low Stock Level Report

This report gives you a summary of products inventory with quantities below the warning quantity level.