Running the Invoice List report

The Invoice List report shows all invoices you have created, along with key information such as invoice date, customer, amount, and payment status. This report is useful for reviewing your sales activity, tracking which invoices have been paid, and finding specific invoices by customer or date.

Before you start

• You must have permission to view sales reports. Check with your administrator if you do not see the Reports option in your menu.
• Your account must be linked to at least one invoice. If you have not created any invoices yet, the report will be empty.
• Decide what date range you want to view (today, this month, all time, etc.) — you can adjust this in the report filters.

Steps

1. Open the main menu and go to Reports Open in Usystems.

2. Look for Sales Reports section and select Invoice List Report.

3. The report will load automatically with a default date range (typically the current month). A table will display all invoices matching the filters, showing columns such as invoice number, date, customer, total amount, and balance due.

4. (Optional) To narrow the results, use the filter options on the left side of the page — for example, select a date range, choose a specific customer, or filter by payment status. The report updates in real time as you adjust filters.

5. Review the invoice details in the table. Click on any invoice row to open the full invoice document if you need more details.

Tips & common mistakes

• The report shows invoices in reverse chronological order (newest first). Click the column headers to sort by a different field.
• If you do not see invoices you expect, check the date range filter — it may be set to a narrow window. Expand it to "All time" to see all invoices.
• The "Balance Due" column shows the remaining unpaid amount. An invoice with $0 balance has been fully paid.
• The report respects your access permissions — you will only see invoices for customers or products you are allowed to view.