The Invoice Reports section in Datatruck helps you review and analyze your company’s invoicing activities. It includes two types of reports: one for individual invoices and another that aggregates invoice data by customer.

1. Invoice Database

You can access the complete list of all invoices created by navigating to:
Accounting > Invoices tab

This section displays detailed information for each invoice, including:

• Customer Information

• Invoice ID

• Company Name

• Ending Balance

You can use the available filters to narrow down specific invoices or sort columns for easier review. Additionally, the data can be exported for reporting and record-keeping purposes.

2. Aggregated by Customer Report

You can view a summarized view of invoice data per customer by navigating to:
Accounting > Invoice Reports tab

This report provides a high-level overview showing the total values associated with each customer, including:

• Customer Name and ID

• Beginning Balance

• Accrual (invoiced amount during the selected period)

• Paid (total amount received)

• Ending Balance

The report allows you to filter data by date range, sort columns, or export the report for financial analysis and reconciliation.

Purpose

The Invoice Reports section simplifies financial tracking by offering both a detailed and summarized view of your company’s invoicing activity, making it easier to monitor customer balances, payments, and outstanding amounts efficiently.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

​