Run the Customer invoice report for projects to view invoice details for a selected date range.
Use the following parameters to filter the report:
Parameter | Description |
|---|---|
Invoice | Select whether to include invoices for actual project transactions. |
On-account | Select whether to include on-account invoices. |
Invoice date | Define the starting and ending invoice dates to include. |
Invoice account | Click Select. In the ProjPrintInvoice form, in the Criteria field, select an invoice account to include. To add more, click Add. |
Project contract ID | Click Select. In the ProjPrintInvoice form, in the Criteria field, select a project contract to include. To add more, click Add. |
Sales currency | Click Select. In the ProjPrintInvoice form, in the Criteria field, select a sales currency to include. To add more, click Add. |
Invoice | Click Select. In the ProjPrintInvoice form, in the Criteria field, select an invoice to include. To add more, click Add. |
Steps
Go to Project management and accounting > Inquiries and reports > Project invoices reports > Project invoices.
In the From date field, enter a date.
In the To date field, enter a date.
Click the Records to include tab.
Click Filter.
In the list, mark the selected row.
In the Criteria field, enter or select a value.
Click OK.