Invoices - Report

The Invoices page gives you a single place to view and manage all invoices. It lets you quickly check what’s been paid, what’s outstanding, and what needs attention. With filters and search tools, it makes it easy to find specific invoices, track financial activity, and support accounting tasks. Overall, it provides a clear overview of your billing and cashflow, so you can produce a clean, date‑specific financial report that reflects all invoicing and payment activity within the period you’re analysing.

To access the Invoices page, go to Reports > Financials > Invoices 

Using the date pickers, select the date range you wish to view the invoices for.

Within the selected date range, you can choose to view invoices by checkin date, checkout date, or by the date the booking was created. Simply select the appropriate option from the buttons.

The blue text on this page is clickable and will take you directly to the corresponding information. E.g.. Invoice number will take you to the Invoice, Customers name will take you to the customers profile.

From this page, you can quickly view all key details at a glance, including:

• Invoice Number
• Customers Name 
• Location  (If you have multiple sites)
• Invoice Amount 
• Paid Amount
• Credit Amount
• Owing
• Tax
• Invoiced (Date)
• Invoice Status (awaiting payment, partially paid, fully paid or overdue)

The Search bar lets you quickly look up an invoice.

To help you search efficiently use information like:

• Invoice Number
• Customers Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Location - Enables you to filter by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Item Type - Enables you to filter by the different Item Types you may have set up within each Area Type.

Select Customer Type - Enables you to filter by Customer Type.

Show Overpayments - When toggled on, this option will include any recorded overpayments in the results.

Limit Payments - Enabling Limit Payments will then filter the report further so it displays payments received within the date range selected in the second set of date pickers, giving you a clean cash‑flow view for that period. Payments made before or after the selected dates are excluded, even if they relate to those invoices.

Together, these filters let you analyse:

• Accrued revenue (invoices raised during the period)
• Cash received (payments actually made during the period)
• Outstanding balances (invoices created but not yet paid within the period)

This separation mirrors standard accounting practice, where invoice dates drive revenue recognition and payment dates drive cash‑flow reporting. Using both filters together provides a precise month‑end or year‑end snapshot of what was billed versus what was collected, without payments from other periods distorting the figures.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On creating invoices view - Invoicing

On viewing invoices awaiting payments view - Invoices Waiting Payment