Invoice Report

Head to the Reports Section

Hover over 'Reports' and click on the 'All reports' menu item

allreports.gif

​​

Click on the Invoice Report to open the report

invoice-report.png

If the invoice report isn't in your reports section and you would like this activated please reach out to ROLLER Support


Search for Invoices

Using the search bar, you can type in the Booking Name or Booking ID to find a specific invoice, you can also filter by 'Booking Status' (All, Fully paid, Partially paid, Pending or Cancelled). Click 'Apply Filters' to for results to display

invoicereport.gif

 

 

Sorting Data

You can sort by the following columns by clicking on the column name, this will sort chronologically in ascending or descending order:

  • Booking ID
  • Issue Date
  • Due Date
  • Payment Date
  • Invoice Number

An arrow will denote that the data is being sorted by that column. Please note you can only sort the data, one column at a time if you select a different column

sortinvoice.gif

 

Adjusting Columns

The following columns appear on the Invoice Report:

  • Invoice number - each invoice generated for a booking will have a unique number
  • Booking ID
  • Booking Name
  • Issue Date - date invoice is issued
  • Due Date - date invoice payment is due
  • Amount - amount due for invoice
  • Paid - (status will be Yes or No)
  • Payment Date - date invoice is paid
  • Payment Type - method of payment e.g. cash, card, bank transfer, EFT
  • Status - refers to the booking status, the invoice may be fully paid but if it is only for a partial amount and the booking still requires further payment it will be on 'Pending' status

Click on the column and drag it to the preferred location to rearrange the order of columns

invoicerearrage.gif

 

To hide certain columns, click on the column icon on the right of the columns and you can select from the Drop down menus if you would like to remove or see certain columns, this includes:

invcolumnoptions.gif

 

Please note that this report will only show the Payment Date and Payment Type from when the Invoice Report is added to your platform

​​


Export

Click the more button in the top right if you need to export this into a CSV format

export-invoice-report.gif

 

Activate

To have this on your platform, please reach out to ROLLER Support

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.