invoicely is capable of generating customizable reports for your business. In order to generate a report, please choose "Reports" from the left-hand sidebar menu. You will be taken to the Reports page, where a series of settings for your reports can be specified.
We'll go into these settings now:
| Report Type: | The type of report you would like to generate. Each type makes use of a different set of data. |
| Period: | The period your report should consider. In order to use your financial year, simply choose "Financial Year". |
| Status: | The statement status your report should consider (e.g. "paid"). |
| Currency: | The currency your report should consider (e.g. "EUR"). |
| Client: | The client(s) your report should consider. |
Downloading reports:
Once a report has been generated, you can download it using the righthand "Download Report" button. You can choose from the following file formats: PDF, XLS (Excel), CSV or TSV