In this article:
How do I find the 'All Invoicing Activity' report
Keep track of all invoicing, bill payers, and payments and easily add new payments. To find the 'All Invoicing Activity' report:
Log in to the app and click on the 'Apps' menu
Click on the 'Revenue and Debt' app
Click on 'All Invoicing Activity'
When viewing this report on a mobile, the search function is accessed by turning the device to landscape (as below).
You can view payments by selecting 'Payments' from the 'Show' drop-down menu. You can filter by:
Payment Date, which the date that appears on the payment,
By 'created/deleted at' date, which is the date the payment was created in or deleted
All of the information can be exported in a CSV file.
Add a payment
From both the show 'Invoices' and show 'Payments' screen, you can add Payments, via the Apply Payment box on the right. Find out more about logging a payment in the article below:
Keep track of all your invoices by selecting 'Invoices' from the 'Show' drop-down menu. You can filter the invoices by:
'Invoice date', which is the date that appears on the invoice,
'Created at' date, which is the date the invoice was created and sent.
These too can be as a CSV file.
By selecting 'Bill Payers' from the 'Show' drop-down menu, you will see a list of all the Bill Payers (in alphabetical order) along with their details. You can choose to filter by:
As of a certain date,
Archived bill payers
This table too can be downloaded as a CSV file.
Keep track of all your deposits by selecting 'Deposits' from the 'Show' drop-down menu. To find out more about managing deposits, visit the article below:
Direct Debit files
Keep track of all your deposits by selecting 'Direct Debit Files' from the 'Show' drop-down menu. To find out more about Direct Debit files, visit the article below: