Invoice report
The invoice report gives you a summary of all invoices over a selected period — what was billed, to whom, and in what status. It is useful for month-end reviews, identifying unpaid invoices, and reconciling your accounts.
What the report shows
- All invoices within the selected date range
- For each invoice: customer name, invoice number, total amount, due date, and payment status
- Totals per status (paid, unpaid, overdue)
- Grand total billed and grand total paid for the period
Generating the report
Go to Reports → Invoice report.
- Select the date range — this is based on the invoice date (when the invoice was created)
- Filter by catering service or order unit if needed
- Filter by status to focus on a specific group:
- All — see every invoice
- Paid — invoices that have been settled
- Unpaid — invoices that have been sent but not yet paid
- Overdue — invoices past their due date
Reading the report
| Invoice # | Customer | Amount | Due date | Status |
|---|---|---|---|---|
| INV-0041 | Sundby school | 8 400 kr | 31 Mar | Paid |
| INV-0042 | City hospital | 24 600 kr | 31 Mar | Paid |
| INV-0043 | Office canteen | 3 800 kr | 31 Mar | Overdue |
| Total | 36 800 kr |
Following up on overdue invoices
Filter the report to show only Overdue status. For each overdue invoice:
- Click the invoice number to open it
- Check when it was sent and to which email address
- Send a payment reminder from within the invoice — click Send reminder
Reconciling payments
At the end of the month, use this report to reconcile what was billed against what was received:
- Total billed for the month
- Minus total paid
- Equals outstanding balance
If the outstanding balance is higher than expected, filter by Overdue to see which customers need to be followed up.
Exporting the report
Click Download to export the invoice report to:
- PDF — for printing or sharing with management
- Excel — for combining with other financial data in a spreadsheet
The Excel export includes all columns including individual line items if needed.
Invoice report vs. invoices in Finance
This report is a read-only summary — you cannot edit invoices from here. To create, edit, or cancel invoices, go to Invoices.