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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 CSV file that summarises:

      • Customer Accounts: The accounts linked to the orders.
      • Items Ordered: A breakdown of the products or services purchased.
      • Total Amounts: The overall total for the orders.
      • VAT Amounts: The value-added tax calculated for the orders.

      This report is helpful for tracking financial performance, reconciling accounts, or preparing invoices for customers.

      Step 1: Access Composer

      1. Log in to your Controls account.
      2. Navigate to your Composer app via the side navigation bar.

      Step 2: Open the Analytics Section

      1. In Composer, click on the Analytics tab in the side navigation bar.
      2. Select the INVOICE REPORTS tab from the available options.

      Step 3: Configure Your Report

      1. Select a Customer Account (optional):

        • Use the dropdown menu to choose a specific customer account for the report.
        • Leave the field blank to include data for all customer accounts.

      2. Set a Date Range:

        • Use the date picker to specify the range of data you want included in the report.

      Step 4: Generate and Download the Report

      1. Once you’ve configured your report settings, click the Download button.
      2. A CSV file containing your invoice report will be generated.

      Need Help?

      If you have any questions or run into issues while generating a report, contact our support team at support@slerp.com or use the chat icon in your Controls dashboard.