FAQ: Invoice Detail Report

Q: Why does my Invoice Detail report show fewer rows than I expect?

A: The most common reason is that your filters are too narrow. Check:

• Date range: Are all your invoices within the selected dates? If an invoice is from last month and you filtered for this month, it won't appear.
• Invoice status: If you filtered by "Posted," draft invoices are hidden. Change to "All" to see drafts.
• Customer or product filter: If you selected a specific customer or product, only invoices containing that customer/product will show.

Remove filters one by one to see which one is hiding your data.

Q: Can I combine multiple filters at once?

A: Yes. You can use Date Range + Customer + Product + Status together. The report shows only rows that match all selected filters. For example: invoices from customer "ABC Co." in June 2026 for product "Widget A" (Posted status only).

Q: Does the Invoice Detail report include draft invoices?

A: By default, no. Only Posted (finalized) invoices are included. If you want to see draft invoices, change the Invoice Status filter from "Posted" to "All Statuses" or "Draft."

Q: How do I find a specific invoice in the report?

A: Use the Invoice Number filter or sorting:

1. If you know the invoice number, use the search/filter box and type the number (e.g., "INV-2026-1234").
2. Or, click the Invoice Number column header to sort, then scroll to find it.

Q: What does "Discount" mean in this report?

A: The Discount column shows any line-level discount applied to that item. It can be:

• A fixed amount (e.g., $10 off)
• A percentage (e.g., 10% off)
• Zero if no discount was applied

The Net Amount column already includes the discount, so you don't need to subtract it manually.

Q: Can I add more columns to the report?

A: Most column choices are fixed per product setup. However, you can:

• Sort by any column: Click the column header to reorder rows.
• Export to Excel and add your own columns there.
• Ask your admin if additional columns can be enabled for your reports.

Q: Why is the "Tax" column blank for some rows?

A: Tax is only shown if it was configured for that product or if a tax rate was applied to the invoice. If a product is tax-exempt or the tax rate is 0%, the Tax column will be blank or show 0.

Q: How do I print the report so it fits on one page?

A: When printing:

1. Click Print on the report page.
2. In the print dialog, select Landscape orientation (wider format).
3. Reduce the margin size to "None" or "Minimal."
4. Uncheck "Headers and Footers" if they are taking up space.
5. Preview before printing to ensure all columns fit.