When reporting on invoices, you have the following options:
Select dates here to see invoices created betqeen those dates.
You can select the following reports:
- Outstanding invoices
- Paid invoices
- Draft invoices
- All invoices
- Sage accounts export - Select this to download a Sage compatible export for importing into your Sage Online accounting package
Select a user to see only their projects.
To export the report, click the export button at the top right of the table
When you create an invoice for a project, they are listed here, as well as the invoices tab of the project in question. Editing an Invoice Click on the invoice number to view/edit. You can edit anything that has a dotted line underneath it, eg ...
The quotes report allows you to report on your quotes, with various filters. After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.
The submissions report allows you to report on your projects with various filters on the local authority fields: After running the report, click on the download icon to export the report in CSV, Excel or PDF formats.
The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
The projects report has the following options: From/To Dates Select dates here to see projects started between those dates. Completed Date From/To Select dates here to see only projects completed between those dates. Owner Select a user to only see ...