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What you will accomplish

You will open the Invoices Report, choose a date range, read the summary cards, and export invoice history when your owner, bookkeeper, or manager needs a spreadsheet. Use this guide when someone asks:
  • How much did we bill last month?
  • How much did customers actually pay in a date range?
  • Which vendor bills came in during a period?
  • Can we export invoices for the accountant?
The report lives at Payments > Invoices > Report. It is for review and export—not for creating new invoices.
Report vs everyday invoice listUse Payments > Invoices when you need to send, collect, or fix one bill.Use the Invoices Report when you need a date-range view of many invoices and optional Excel export.

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Before you start

  • You can open Payments > Invoices.
  • You know the date range you care about (for example This month or a custom start and end date).
  • Ask your manager whether customer invoices, vendor invoices, or both should be included in your export.

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Open the Invoices Report

1

Go to Payments > Invoices

In the dashboard sidebar, click Payments, then Invoices. You can also open Payments > Invoices directly.Expected result: You see the Invoices page with tabs such as All, Customer, and Vendor.
2

Click Report

Near the top-right of the page, click Report.On a phone, look for the small document icon button next to Create invoice—it opens the same report.Why this matters: The report button is on the Invoices page so you can jump from daily work to month-end review in one click.
3

Confirm the page title

The next page title should read Invoices Report with the subtitle Customer and vendor invoices.Expected result: You see date controls, summary cards, and a table (or an empty state if no invoices exist in the range yet).
Invoices page with Report button highlighted next to Create invoice
Click Report next to Create invoice on the Invoices page. You can open the report from any filter state.
Invoices Report page showing summary cards and invoice table for a date range with data
The Invoices Report combines customer and vendor invoices for the dates you choose. Summary cards give a quick picture before you scroll the table.

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Choose a date range

The report only shows invoices created inside the dates you pick.
1

Open the date picker

Near the top of the report, click the date range control (it may show This month or two calendar dates).Expected result: A calendar or preset list opens.
2

Pick a preset or custom range

Common choices include This month, Last month, Year to date, or a Custom start and end date.Why this matters: Owners often want month-to-month comparisons. Accountants may ask for an exact quarter.
3

Wait for the table to refresh

After you choose dates, the summary cards and table reload.Expected result: Dollar amounts on the cards update, and the invoice rows match the new range.
Invoices Report date range picker open showing quick presets and custom start and end date fields
Pick a preset such as This month, or choose custom Start and End dates. The table and summary cards refresh after you apply the range. Large facilities may have hundreds of rows. Wait until Loading… disappears from the summary cards before you share numbers with a customer or manager.

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Read the summary cards

At the top of the report, five cards help you answer money questions quickly:
Total Invoiced — Customer invoices created in the date range (money you asked for).Collected — Customer invoice money paid in the range.Outstanding — Customer invoice amounts still open (not paid yet) for invoices created in the range.Vendor Invoiced — Vendor bills received in the range (money outside providers asked from your facility).Vendor Paid — Vendor bills your team marked paid in the range.
Customer money in vs vendor money outCustomer cards are about money coming in. Vendor cards are about money going out. They are shown together so managers see both sides without switching pages.

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Use the invoice table

Below the cards, each row is one invoice. Useful columns include:
  • Type — Customer invoice or vendor invoice.
  • Flow — In for customer bills you send; Out for vendor bills you receive.
  • Customer / Vendor — Who the invoice is with.
  • Status — Such as Open, Paid, Draft, or vendor review statuses.
  • Amount — Total for that invoice.
  • Due date — When payment is due (customer invoices).
1

Sort a column

Click a column heading such as Created, Amount, or Status to sort ascending or descending.Expected result: The arrow icon on the column shows which way the list is sorted.
2

Open one invoice

Click a row to open that invoice’s detail page—customer or vendor, depending on the row type.Why this matters: The report is for scanning many invoices. The detail page is where you resend, collect, or mark paid.
3

Show or hide columns (optional)

If you see a Columns control, use it to hide fields you do not need on screen. Your choices are saved for next time you open the report.Expected result: The table fits your role—for example hiding Payment method if you only care about totals.
Invoices Report table showing Type, Flow, Customer or Vendor, Status, Amount, and Due date columns
Each row is one invoice. Click a row to open that invoice’s detail page when you need to resend, collect, or mark paid.
Invoices Report Columns menu showing toggle and reorder options for table fields
Use Columns to hide fields you do not need or reorder them for your role. Your choices are saved for next time.

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Export to Excel

When your bookkeeper or owner needs a file:
1

Set the date range first

Confirm the summary cards and table show the period you intend to export.Why this matters: The Excel file uses the same dates shown on screen.
2

Click Export

In the top-right area of the report, click Export, then Export as Excel.Expected result: Your browser downloads a file named with the start and end dates, such as invoices-report-2026-07-01-to-2026-07-31.xlsx.
3

Open the file and spot-check

Open the spreadsheet and confirm row counts look reasonable before you email it outside your facility.Expected result: Rows match the on-screen table for the same date range.
Invoices Report Export menu showing Export as Excel option
Click Export, then Export as Excel. The file uses the same date range shown on screen.
Export is disabled when the table is emptyIf no invoices exist in the date range, Export stays grayed out. Widen the date range or confirm invoices were created during that period.

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When to use this report

  • Month-end review — Compare Total Invoiced vs Collected before a team meeting.
  • Follow up on open bills — Sort by Status or Outstanding to see who still owes money.
  • Vendor bill tracking — Filter mentally by Flow Out or vendor name to see outside provider spend.
  • Accountant handoff — Export Excel for tax prep or external bookkeeping.

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Troubleshooting

The report is emptyTry a wider date range. New facilities may not have invoices yet—create a test invoice with Create an invoice after payment setup is complete, then return to the report.
Numbers do not match my bank accountCollected follows invoice payment dates in Car Storage Software. Bank deposits may land on different days because of card processing or checks. Use Review a customer invoice to trace a single payment.
I only want customer invoicesUse the Type or Flow column in the table, or export and filter in Excel. For day-to-day customer work, use Filters → Type → Customer on Invoices.

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What to do next