Invoice Report

This report allows you to generate a detailed list of all invoices raised for venues within a specified date range. In addition to selecting a date range and specifying which office(s) you’d like to pull data from, you can further filter the results using the following criteria:

Filter Options:

1. Client
   Filter invoices raised for a specific client.
   Example: View only invoices raised for venues with bookings from UNIT.
2. Contact
   Filter invoices raised for a particular contact.
   Example: View only invoices for bookings made by John Smith at UNIT.
3. Venue
    Filter invoices raised for a specific venue.
4. Supplier
    Filter invoices raised for a particular supplier.
5. Market Segment
    Filter invoices based on the market segment assigned to the client for each booking.
6. Industry Category
    Filter invoices based on the industry category set up for the client on each booking.

How to Use the Report:

1. Select Filters
    Choose your desired filters (Client, Contact, Venue, etc.) and specify the date range.
2. Preview the Report
   Click Preview to view the report based on the filters you selected.
3. Save or Reset
   • To save the report, you can click Save to export it as a PDF or Excel file.
   • If you want to start over, click Reset to clear the filters and reconfigure the report.