Invoice reporting provides a list view of your invoices with filtering and export capabilities. Use invoice reporting to analyze invoice data and track payment status across customers.
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.
Invoice type: Turnstile generated, imported invoice.
Customer: Filter by specific customer name.
Products: Filter by products included on invoices.
Invoice date range: Defaults to today through one month out. Change the range to see past invoices.
Filter for open or closed invoices
Turnstile does not have a single open or closed status filter. To see the same grouping, combine the existing status filter values from Invoices > All invoices:
Open invoices: Draft and issued. These have not yet reached a final outcome.
Closed invoices: Paid, void, cancelled, and uncollectible. These have reached a final outcome, whether or not payment was collected.
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.