View & Download Invoice Summary Report

Track invoice totals, payment status, and customer activity — with visual summaries and exportable data for financial reporting and operational oversight.

🔐 Access Control

• Only Admin users or staff with report permissions can access invoice summaries
• From the Dashboard, use the side menu to navigate: Accounting → Report → Invoice Summary

🧭 Step-by-Step: View Invoice Summary

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• Start Month and End Month: Select the reporting range
• Customer: Choose a specific customer or select All Customers
• Status: Filter by invoice status:
  • Draft, Sent, Unpaid, Partially Paid, Paid

Click the Search icon to generate the report.

2️⃣ Review Summary Section

The report will display:

• Total Invoice: Sum of all invoice amounts within the selected range
• Total Paid: Amount received against those invoices
• Total Due: Outstanding balance
• Duration: Reporting period (e.g. Jan-2025 to Dec-2025)

📊 View Invoice Graph

Switch to the Summary tab to view:

• A monthly invoice bar chart showing invoice volume per month
• Use this to identify billing spikes, seasonal trends, or gaps in invoicing

📥 Download the Report

• Locate the Download button at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Monthly invoice breakdown
  • Payment status per customer
  • Filter criteria and reporting duration

✅ Best Practices

• Review invoice summaries monthly to monitor revenue flow
• Filter by status to identify overdue or unpaid invoices
• Export reports before financial reviews or audits
• Archive reports quarterly for compliance and traceability
• Use sector-fit invoice categories (e.g. Care Home Fees, Cleaning Contracts, Logistics Charges) for clarity