What is an Invoice Report?
An Invoice Report is a spreadsheet (CSV) that gives you a clear summary of:
- Which customer accounts placed orders
- What items were ordered
- The total amounts for those orders
- The VAT included
You can use it for invoicing customers, reconciling accounts, or sharing with your finance team.
Step 1 – Open Composer
- Log in to your Controls dashboard.
- From the left‑hand menu, open your Composer app.
Step 2 – Go to the Invoice Reports tab
- In Composer, click Analytics from the side menu.
- Select the INVOICE REPORTS tab at the top.
Step 3 – Choose what you want in the report
In the Invoice Reports tab you can:
- Select a customer account (optional)
- Use this if you want the report only for one specific account (for example, “Corporate Catering – ABC Ltd”).
- If you leave this blank, the report will include all customer accounts.
- Set the date range
- Choose the start date and end date for the orders you want to include.
- Make sure this matches the period your finance team or customer is expecting.
- Pick the data you need
- You’ll see different fields you can include in the report (order details, totals, VAT, etc.).
- Keep the defaults if you’re not sure – you can always remove extra columns later in Excel.
Step 4 – Generate and download the report
- Once your filters are set, click Download.
- The system will create a CSV file.
- Download the file and open it in Excel, Google Sheets or similar.
Tips
- If the file looks confusing, try hiding columns you don’t need – this often makes it much easier to read.
- If you can’t see any data, double‑check the date range and customer account filters.
TL;DR
Go to Composer → SETTINGS and set:
- Import Account / Default Customer – so Slerp orders flow into Composer.
- 3PL Export Format – so exported CSVs match your courier/warehouse.
Save, then place a test order to confirm it appears correctly in Composer.