Invoice History Summary

This report displays a list of all posted invoices with totals for the selected date range.

Report Parameters

Field	Description
From/To date	Enter a date range to filter invoices by invoice date.
Delivery location	If a delivery location is selected, only invoices with that delivery location will display.
Company	If a company is selected, only invoices for that company will display.
Customer	If a customer is selected, only invoices for that customer will display.
Customer groups	If a customer group is selected, only invoices for that group will display.
Created by user	Filters the report to show only invoices from batches created by the selected user.
Invoice types	Select which types of invoices should be included in the report.
Invoice status	Select the invoice status to filter results: All, Not Paid, Fully Paid, Partially Paid, or Overpaid.
Group by	Select how the data should be grouped on the report.

Field	Description
Invoice	The invoice ID and batch number.
PO Number	The PO number from the shipment.
Date	The invoice batch date.
Bill via	The billing method for the invoiced customer.
Status	The payment status of the invoice: Not Paid, Fully Paid, Partially Paid, or Overpaid.
Customer	The customer being invoiced.
Driver/Carrier	The driver or carrier assigned to the load.
From	The pickup city and state from the shipment.
To	The delivery city and state from the shipment.
Pickup	The pickup date from the shipment.
Delivery	The delivery date from the shipment.
Total	The total billable amount on the invoice.