Invoices Report

The Invoices Report shows invoices produced over a given period. Use it to review billing output, check outstanding amounts, export data for accounting, or break down invoice totals by charge type.

When to Use This Report

• Review invoices from a billing run or date range
• Export invoice data to your accounting package
• Break down invoices by charge category (calls, recurring, one-off)
• Summarise total invoiced amounts by customer or type
• Check commission or wholesale values across invoices

Filters

For general guidance on running reports and using filters, see Using Reports.

Date Range

• On or After — include invoices dated from this date onwards (defaults to the first of the current month)
• Before — include invoices dated before this date
• Due Date On or After / Before — filter by invoice due date instead of invoice date
• Billing Run — show invoices from a specific billing run only

Invoice Amounts

• Invoice Amount at Least — only show invoices with an initial value at or above this amount. Choose whether to match debit, credit, or either.
• Unpaid Amount at Least — only show invoices with an outstanding balance at or above this amount. Set the as of date to check the balance at a specific point in time.

If you need to check total outstanding across all invoices for a customer, use the Outstanding Report instead.

Payment Method

Select one or more payment methods to show only invoices set to that method. Leave empty to include all methods.

Suppress Zero Values

Some accounting packages cannot import zero-value invoices. Enable this option to exclude them from the export.

Customer Details

Filter by customer name, status, billing cycle, dealer code, account manager, and other customer properties. See Using Reports for details on common filters.

Output Types

On Screen

Standard tabular view showing one line per invoice. Good for quick review of recent invoices.

Commission

Shows commission-related columns alongside invoice values. Useful for dealer commission reconciliation.

Wholesale

Shows wholesale cost columns for each invoice. Useful for margin analysis and carrier cost review.

CSV Output

Exports all invoice fields as a CSV file. Use this when you need raw data for spreadsheet analysis.

CSV Output (Accounts)

Formatted for import into third-party accounting packages. One line per invoice with fields mapped to standard accounting fields.

Mini Breakdown

Shows one line per invoice with the total split into charge categories: one-off charges, recurring charges, usage charges, refunds, and manual transactions.

Full Breakdown

Shows multiple lines per invoice, one per transaction and feature type. Use this for detailed line-item analysis of what makes up each invoice.

Summary (By Customer)

Shows a single total line per customer. Useful when running the report over a long period to see how much each customer has been invoiced.

Summary (By Number)

Shows totals grouped by number. Useful for analysing billing at the number level.

Summary (By Number Type)

Shows totals grouped by number type. Useful for comparing billing across different number categories.

Summary (By Type)

Summarises invoices by feature type, or by feature and transaction type. Useful for understanding the mix of charges across your billing.

Tips

• Use the Mini Breakdown output to quickly spot invoices where a particular charge category is unusually high or low.
• The CSV Output (Accounts) format works with most accounting packages. Enable Suppress Zero Values if your package rejects zero invoices.
• Run the Summary (By Customer) output over several months to track billing trends per customer.