Author: handdyaccounts_help

How do I check the total tax amount that is charged for a particular date range?
189 views

• Select ‘Tax reports by date range’ under ‘Custom and tax reports’ in ‘View Reports’

• In the ‘Select date range’ tab, choose the ‘From’ and ‘To’ date. Click on ‘Go’

• The list of invoices with invoice date, number, amount, client company and tax amount will be displayed.

• You can export the report to excel as well using ‘Export report to excel’ option.

• This is how your Tax Report will look like on Excel

How can I view all the invoices that I created?
203 views

In ‘View report’ under ‘custom and tax report’ select ‘All invoices’ option

• You can select the current month or previous month or a date range to view all the invoices that you created during the time period you selected.

• Select the ‘Export report in excel’ to create, view and export invoice reports in excel
• This is what the report will look like in excel

What are custom reports? What kind of reports can I create using this option?
180 views

• In ‘View reports’ under ‘Custom and tax reports’ is the ‘Custom reports’.

• Custom reports allows you to generate and view list of invoices based on criteria like from and to a particular paid date, due date, invoice number, invoice amount and client company. You can also view invoices based on their status like paid, unpaid, overpaid, partly paid and in-process.

• The list of invoices for the selected criteria will be displayed in the second half of the page.

• Select ‘Export report to excel’ option to create, view and save a copy of the report in excel.

• This is what your report on excel will look like.

How do I view the email ids of my customers who have not paid me?
239 views

• In ‘View reports’ under ‘Payments not received reports’ choose ‘Email ids of overdue clients’

• List of your customers who have not made payment will be displayed along with information like ‘Invoice number’, ‘Client/company’, ‘Email, ‘Invoice date’, ‘Due date’, ‘Invoice total’. ‘Payment amount’ and ‘Days overdue’.

• You can send a reminder to your customers to make payment by using the ‘Send reminder’ option.
• Select ‘Export report to excel’ option to create, view and save a copy of the report in excel.

• This is what your report will look like in excel.

How do I view the phone numbers of my customers who have not paid me?
195 views

• In ‘View reports’, section under ‘Payments not received reports’ choose ‘Phone numbers of overdue clients’

• List of your customers who have not made payment will be displayed along with information like ‘Invoice number’, ‘Client/company’, ‘Phone’, ‘Invoice date’, ‘Due date’, ‘Invoice total’. ‘Payment amount’ and ‘Days overdue’.

• You can send a reminder to your customers to make payment by using the ‘Send reminder’ option.

• Select ‘Export report to excel’ option to create, view and save a copy of the report in excel.

• This is what your report will look like in excel.

How do I generate a report of my customers who have not paid me?
495 views

• In ‘View reports’ section, under ‘Payments not received reports’ choose ‘Overdue by days report’.

• The list of invoices for which you have to receive payment will be displayed
• You can view information like days overdue and paid amount

• This page also allows you to send a reminder to your customer to make payment by using the ‘Send reminder’ option

• Select ‘Export report to excel’ option to create, view and save a copy of the report in excel.

• This is how the report for ‘Overdue by days report’ will look in excel

How do I generate a report of fully paid invoices?
302 views

• In ‘View reports’ under ‘Payment received reports’ select the ‘Fully paid invoices’

• The list of your fully paid invoices will be displayed and the sum total payment that you received will also be displayed

• You can export this report to excel by selecting ‘Export to excel’ option.

• This is how a report of your fully paid invoices will look on excel