The Invoicing and Payments Report shows invoice and payment information for your requests. Use it to review invoice activity, compare records with your Finance department, and track request-related costs.
Instructions
Sign in to your account
Navigate to Settings (gear icon) and click Reports in the dropdown:
Click the Invoicing and payments button:
Select All time or Custom dates to choose the reporting period:
Note:
If you select Custom Dates, enter the desired start and end dates in the fields that appear:
Select whether to include Paid, Outstanding, or both invoice types in the report:
Select whether to include Deleted invoices in the report (optional):
Click Generate to create the report:
The report will download to your device