Invoiced Items - Report

The Invoiced Items report provides an overview of all individual line items that have been successfully billed within the system. This page is designed to help with your financial auditing by allowing you to quickly monitor individual item sales, track breakdown costs, and investigate revenue sources across various services and packages. By utilizing the available date filters and search tools, you can easily isolate specific item transactions, verify line-item pricing and quantities.

To access the Invoiced Items Report, go to Reports > Financials > Invoiced Items

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

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 Date
• Invoice Number
• Customers Name & Number
• Item Description
• Item Cost
• Item Quantity
• Item Total
• Invoice Status eg. Awaiting Payment, Fully Paid, Consolidated.

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.

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

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

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

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.

For More Information

On viewing all invoiced items - All Invoice Items

On how to create an invoice - Invoicing