Invoice reporting provides a comprehensive list view of all your invoices with advanced filtering and export capabilities. Use invoice reporting to analyze invoice data, track payment status across customers, and generate custom reports for your business needs.
Access invoice reporting
You can access invoice reporting from two locations:
Invoices > All invoices
Reporting > Analytics > Invoice reporting
Invoice report filtering
Filter your invoices to find specific data or create targeted reports. Available filters include:
Status: Draft, issued, paid, void, cancelled, uncollectible
Payment status: Action required for payment, payment failed, payment pending
Customer: Filter by specific customer name
Products: Filter by products included on invoices
Customize columns on the invoice report
Click Display on the right side of the invoice reporting page to choose which data to include or exclude from the report view. The available columns are:
Invoice number
Status
Customer name
Invoice amount
Payment processor
Products
Service periods
Invoice date
Due date
Scheduled send date
Sent date
Paid date
Export invoice data
Once you've configured your filters and columns, click Export to CSV in the top right corner. The system will generate a CSV file with your current view.
If the invoice report does not fit your needs, please reach out to Turnstile support to assist you in creating a custom report.