---
title: 📃 How to Generate an Invoice Report
description: This article explains how to generate an Invoice Report in Composer, which provides a summary of orders, customer accounts, and financial details such as total and VAT amounts.
---

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# 📃 How to Generate an Invoice Report

## This article explains how to generate an Invoice Report in Composer, which provides a summary of orders, customer accounts, and financial details such as total and VAT amounts.

### **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

1. Log in to your **Controls** dashboard.
2. From the left‑hand menu, open your **Composer** app.

![](https://support.slerp.com/hs-fs/hubfs/image-png-May-15-2026-11-11-40-1396-AM.png?width=670&height=432&name=image-png-May-15-2026-11-11-40-1396-AM.png)

### Step 2 – Go to the Invoice Reports tab

1. In Composer, click **Analytics** from the side menu.
2. 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.

![](https://support.slerp.com/hs-fs/hubfs/image-png-May-15-2026-11-14-02-2205-AM.png?width=670&height=411&name=image-png-May-15-2026-11-14-02-2205-AM.png)

- **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

1. Once your filters are set, click **Download**.
2. The system will create a **CSV file**.
3. Download the file and open it in Excel, Google Sheets or similar.

 ![](https://support.slerp.com/hs-fs/hubfs/Screenshot%202024-12-23%20at%2013-36-39-png.png?width=688&height=118&name=Screenshot%202024-12-23%20at%2013-36-39-png.png) 

### 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.

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