Viewing invoice reports
Download an invoice's report as a PDF/CSV
To download an invoice's report:
- Open the invoice:
Find it by searching invoices
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Open the Finance dashboard card and choose Account Invoices.
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Select the relevant invoice from the search results in the right panel.
Find it via the financial account
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Open the Finance dashboard card and choose Financial Accounts.
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Select the relevant account from the search results in the right panel.
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On the account's Parents tab, select the relevant invoice.
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On the invoice's Reports tab, select the report to open it.
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Select More in the action bar and choose Download.
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Your web browser will shortly download a zip archive containing your report in PDF and CSV formats.
Note
An invoice must be issued before its report can be viewed.
