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January 11, 2023
Question

How do you find the summary of all invoices to send to a client for taxes?

  • January 11, 2023
  • 1 reply
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1 reply

January 11, 2023

Hi there, 

 

Thanks for connecting with us here. The program offers a variety of reports that help you bring your finances into perspective with ease. I'll be glad to give you a hand with running the report you've described above. 

 

Based on what you've described, I recommend taking a look at the Invoices and Received Payments or the Invoice List report. You can find these reports by clicking on Reports from the left navigation menu.  From here you can select the report  that best suits your needs based on the report description which you can click on next to the report name. If you'd like to learn more about customizing reports by client, I encourage you to check out this article here as it provides sufficient info on how you can do this.

 

Give this a try and let me know how you make out. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the week.