Invoicing Summary Report
This report provides a summary of the invoices that were created for each household and the total amount paid for a given date range.
Since this report is providing information on invoices, the report is only visible to sites that have the invoicing feature turned on.
To generate the report
- Click on the Reports icon on the main site dashboard
- From the report selection screen, choose the category Financial Reports
- Click on the hyperlink for the report titled Invoicing Summary Report. This will take you to the screen to make your selections for the report.
- Select the date range for the report.
- Select the primary guardian
- Click the green Run Report button to generate a download link.
- Click the hyperlink to Download Report in PDF format.
