Invoices Report

The invoices report shows all invoices created in your workspace within a date range. Each row displays the invoice number, linked order, client details, and the price and tax breakdown. You can export the full list as a CSV file.

How It Works

The report updates automatically as you change filters -- there is no run button. Adjust the date range or add a client filter and the results refresh immediately.

Filters

Filters appear as compact chips in a horizontal bar at the top of the page. The Date filter is always visible. Other filters appear only when you add them.

To work with filter chips:

• Click a chip to open its popover and change the value
• Click the X on a chip to remove that filter and reset it
• Click the + button to add the Client filter
• The export button appears at the right side of the filter bar

Date filter options

The date range supports two modes:

• Relative dates — a rolling window such as "last 90 days" or "last 6 months". Relative dates recalculate automatically each time you open the page.
• Absolute dates — pick specific start and end dates. Use this for fixed reporting periods.

Saved views

You can save your current filter configuration as a named view so you can switch between different setups without re-configuring each time.

Saving a view

1. Click the bookmark icon at the left side of the filter bar
2. Click + Save current
3. Enter a name for the view
4. Optionally check Share with workspace to make the view visible to all team members
5. Optionally check Make default for me to have this view load automatically when you open the Invoices report
6. Click Save

Private vs shared views

Views are private by default — only you can see and use them. When you check Share with workspace, the view becomes visible to all team members. Shared views can be loaded by anyone, but only the owner can edit or delete them.

Loading a saved view

Click the bookmark icon to open the views popover. Your saved views are listed along with any views shared by other team members. Click a view name to apply its filters. The active view is indicated with a checkmark.

Managing views

When you hover over a view you own, management controls appear:

• Star icon — toggle whether this view is your personal default. When set, the view loads automatically each time you open the Invoices report.
• People icon — toggle whether the view is shared with your workspace.
• Trash icon — delete the view. You are asked to confirm before deletion.

Updating a saved view

If you modify the filters while a saved view is active, the bookmark icon shows an orange dot to indicate unsaved changes. Open the views popover and click Save changes to "[view name]" to update the view with your current filters. Only the view owner can save changes.

Clearing a view

To stop using a saved view and return to the default filters, open the views popover and click Clear.

Report Columns

Common Tasks

Reviewing Invoices for a Period

1. Navigate to Reports > Invoices
2. Adjust the Date chip to set the desired range
3. The results load automatically
4. Click an order code to navigate to that order's invoices

Filtering by Client

1. Click the + button in the filter bar
2. Select Client
3. Choose one or more clients from the popover
4. The report updates automatically with the filtered results

Exporting Invoice Data

1. Set the date range and any filters to load invoices
2. Click the download button at the right side of the filter bar
3. The data downloads as a ZIP file containing a CSV

The exported CSV includes: invoice date, created date, fiscal sequence, invoice number, order code, client name, client email, customer reference, price, tax, and total (price + tax).

How It Connects

• Orders — Each invoice belongs to an order. Click the order code to view the order's invoice details.
• Workspace Settings — Invoice numbering uses your workspace's fiscal sequence and fiscal year configuration.