• How to generate invoice details report (New design)

  1.click on invoice details report 2.click on more action's dropdown will gives an option to print, export CSV and export Excel. 3.click on filter under settings and applied the filters ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55aSome readers

• How To View Client Report on Invoicera?

  When you create a client, it is very important to track of the invoices sent to them. Invoicera allows you to create a detailed Client Report for better understanding of the paid and outstanding invoices. You can create a Client report on Invoicera from the steps mentioned below : Step 1: Login to your Invoicera account Step 2: Go to Reports section Step 3: Click on Client ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/client1_9hnFew readers

• How to View Tax Reports?

  Step 1 : Go To The Tax Report Management Section – Login to your invoicera account and on the reports tab select the tax option. Step 2 :** View Detailed Tax Reports Choose the date range for the Invoice report Select from total billed or total collected invoices Give a heading to your report Choose from the list of currencies Select from taxes on pFew readers

• How To View Purchase Order Reports?

  Step 1 : Go to the Purchase Order Reports Section : Login to your Invoicera account and go the the purchase order management section Step 2 : Choose whether to view Purchase Order sent or received reports Choose the date range Select the clients/vendors for which you wish to view the reports. Add a report heading Check or uncheck tFew readers

• How to generate Expense reports (New Design)

  1.click on Expense report. 2. click on more action's dropdown. will gives an option to print, export CSV and export Excel. 3. click on filter under settings and applied the filters. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55Few readers

• How to generate Estimate report (New Design)

  1.click on estimates report. 2.. click on more action's dropdown. will gives an option to print, export CSV and export Excel. 3.click on filter under settings and applied the filters. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1bFew readers

• How to generate Revenue by client report(New Design)

  1.click on revenue by client report . 2.click on more actions dropdown will gives an option to print, export CSV and export Excel . 3.click on filter under settings and applied the filters ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/Few readers

• How to generate Invoice reports (New Design)

  1.Login to an application with valid credentials 2.click on reports section. 3.Clieck on Invoice reports. 4.click on more actions button. 5.clickFew readers

• How to Generate profit and loss report (New Design)

  Step 1 : Go to profit/loss report management section : Login to your Invoicera account and on the “reports” tab please select “profit loss” Step 2 : View detailed profit/loss report : Select the period between quarterly/yearly. Set the date till which you want to see your profit/loss report. Provide a suitable heading to your report.Few readers

• How to generate recurring reports (New Design)

  1.Login to an application with valid credentials 2.click on reports section. 3.Clieck on Recurring reports. 4.click on more actions button. 5.click oFew readers

• How to generate recurring reports (New Design)

  1.click on Recurring report. 2.. click on more action's dropdown. will gives an option to print, export CSV and export Excel. 3.click on filter under settings and applied the filters. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55Few readers

• How to generate Tax reports (New Design)

  1. Login to an application with valid credentials 2. click on reports section. 3. Click on Tax reports. 4. click on more actions button. ![](htFew readers

• How to generate Item reports (New Design)

  1.Login to an application with valid credentials 2.click on reports section. 3.Click on Items sales reports. 4.click on more actions button. 5.clickFew readers