FAQ: Invoice List Report

Q: Why don't I see some invoices I created?

A: There are several common reasons:

• Date filter is too narrow: The date range filter may exclude your invoices. Try expanding it to "All time" to see all invoices regardless of when they were created.
• Status filter: If you've filtered by a specific status (e.g., "Paid" only), invoices with a different status won't appear. Clear the status filter to see all invoices.
• Permissions: You may only have access to invoices for certain customers or products. Ask your administrator if you should see invoices you're missing.
• Invoice not yet submitted: Draft invoices may not appear in the report. Submit the invoice first, then refresh the report.

Q: The Balance Due amount looks wrong. Why?

A: The "Balance Due" is the original invoice total minus any payments recorded against it. If the balance seems incorrect:

• Missing payment record: If you received payment but didn't record it in Usystems, the balance will still show the full amount. Record the payment in the Payments section.
• Partial payment: Make sure you recorded the correct payment amount. Even small discrepancies will show in the balance.
• Refund or credit applied: If you issued a refund or credit note, that reduces the balance. Review recent payments and credits.

Q: Can I sort or rearrange the columns?

A: Yes. Click on the column header to sort by that column (ascending or descending). Some systems also allow you to drag column headers to rearrange the order, though this feature depends on your Usystems setup.

Q: How often does the report update?

A: The report updates in real time. If you add a new invoice or record a payment, the report will reflect the change immediately after you refresh the page (or it may update automatically depending on your setup).

Q: Can I export just a portion of the invoices?

A: Yes. Use the filters (date, customer, status, amount, etc.) to narrow the list to only the invoices you want, then export. The export will include only the filtered results shown on screen.

Q: Is there a way to see more details about a specific invoice?

A: Yes. Click on any invoice row to open the full invoice document. There you'll see all line items, totals, payment history, and other details not shown in the list view.

Q: Can I print the report in color?

A: Yes. Use the Print function (Ctrl+P or Cmd+P) and make sure your printer is set to color printing. You can adjust printer settings in the print dialog.