Invoice Reports provide a detailed summary of all invoices, including payment status, methods, taxes, discounts, and outstanding balances for streamlined financial tracking.
1. Start by clicking on the Twirll logo and navigating to the Reports section.
2. Click on Invoice Payment Receivable to view the complete analysis of the invoices.
3. The Invoice Report can be filtered by a customizable time period to match your desired window. You can also search for specific invoices using the search field.
5. You can send emails to multiple customers by selecting their names from the list.
6. After selecting customers, click on the Send Email button. A pop-up screen will appear. Click on the Send button to send the emails.