FAQ: Paid Invoices Report

Why don't I see all my invoices in the Paid Invoices report?

The report shows only invoices that have been completely paid. If an invoice has a partial payment or no payment yet, it will not appear. To see all invoices (paid and unpaid), use the Paid vs Unpaid Invoices report instead. See Running the Paid vs Unpaid Invoices report.

Can I see how much profit I made on each paid invoice?

The Paid Invoices report shows the invoice amount and payment details, but not the profit margin. To analyze profit by invoice, you may need to cross-reference with your cost data or use the sales analysis features. Contact your administrator if you need a custom profit report.

How far back does the report go?

The report can show any date range you select. By default, it may show the last 30 days or all data available in your system. Use the date range filter to look at specific months or years.

Can I filter the report by product or category?

The standard Paid Invoices report filters by date, customer, amount, and payment method. If you need to filter by specific products or item categories, you may be able to apply those filters in your report view, or speak with your administrator about customizing the report.

I paid an invoice in the system, but it's still not showing as paid. What's wrong?

Make sure the invoice status is marked as "Paid" in the system. Sometimes partial payments are recorded but the invoice may not be marked as fully paid until the entire amount is received. Check the invoice detail page to confirm the payment status. If the payment was recorded but the status is still unpaid, contact your administrator.

Can I print the report with custom headers (company name, date range, etc.)?

Most print views include standard information like your company name and the report date. For custom headers or formatting, use the export function to save the report as a PDF, which you can then edit in a PDF editor if needed.

How do I export just the invoices from a specific customer?

Filter the report by the customer you want (see Filters and options in the Paid Invoices report), then export. The exported file will contain only the filtered results.

Is there a way to automatically email this report to a manager?

The Paid Invoices report does not have a built-in email feature. However, you can export the report and manually send it, or ask your administrator if they can set up a scheduled report delivery through your system settings.