Invoices by Item Report

The Invoices by Item report shows the items invoiced during a specific date range, along with the quantity and dollar amount invoiced. The default is for all Clients for the current month. You can select a date range and specific clients. 

Go to Reports > Billing > Invoices by Item

Report is defaulted to the current month for all Clients. You can print the report or see results in a Pie Graph (see examples below).
 

Note: Items not listed were not invoiced during the date range.

1. To select a specific Client or Clients, click on the drop-down arrow and use the checkboxes to select or deselect Clients. Clicking the checkbox next to “Clients” will deselect (or select) all Clients. 

2. To change the date range, click on the calendar icon and enter the date range, or choose from the shortcut list. Click “Done”  when finished. 

3. To see see changes, click the Magnifying Glass Icon to update the report 

4. Examples:

Printed Report

Pie Graph

Note: Items added that are not part of the Product Catalog or an Additional Items that are manually entered at invoice creation or by editing the invoice will appear under “Custom Billing”

Under “Custom Billing” on Report