Invoiced sales over time

Use the Invoiced sales over time report to review invoiced revenue by month. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Invoiced sales over time.
3. Select Change date range to choose the period.
4. Filter by Transaction type, Customer, Transaction amount, Status, Transaction ID, or Customer type, as applicable.
5. Review the monthly totals.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The report totals invoices minus credit memos.