Monthly invoices in current and previous years

Use the Monthly invoices in current and previous years report in the Receivables business area in Menu > Reports to compare invoice totals and remaining amounts by month across two calendar years. The report groups submitted invoices by year, month, customer, and invoice and excludes draft and voided transactions.

The report groups invoices by calendar year, month, customer, and invoice. It shows both the original invoice total and the amount that remains due. Draft and voided invoices are excluded.

Open Menu > Reports. In Search by report or description, enter Monthly invoices in current and previous years, press Enter, and select the report. Select Change date range, enter the start and end dates in the Date range drawer, and apply the change. As needed, filter by Transaction ID, Customer, Customer type, Terms, Status, Amount, or Amount due. Expand a month or customer to review the contributing invoices.