Invoicing reports

Get the details on how to create and manage invoicing reports for your business.

Invoicing is available to customers who meet a particular criteria. 

If this is something you are interested in, please contact the support team and they will be happy to help. 

If your account is set to pay by invoice, you will be able to run reports for information on the invoices you are charged. There are two different invoicing reports you can run.

Invoice details 

The invoice details report, will show you a summary of each of your individual invoices. 

This report will breakdown each invoice for you, however you will not be provided with any information for the orders that fall under each invoice - for example you won’t know how many recipients you had in an order. 

To run this report, in the report drop down box select ‘invoicing’ and in the summarise drop down box choose ‘mailing details’. 

You can then enter any date range, along with the option to put in a specific invoice number and the ‘Paid state’.

This reports is particularly useful in managing payments as it allows you to keep on top of your paid and unpaid invoices

The information in this report includes: 

  • Invoice number
  • Invoice date
  • Invoice period from
  • Invoice period to
  • Invoice amount VAT exempt
  • Invoice amount ex VAT
  • Invoice VAT amount
  • Invoice amount inc VAT 
  • Paid?
  • Amount paid

Invoice orders 

The invoice orders report will show you all of your orders within your chosen date range and which invoice relates to your orders. 

To run this report, in the report drop down box select ‘invoicing’ and in the summarise drop down box choose ‘invoice orders’. 

You can then enter any date range, along with the option to search for a certain order or invoice in the relevant boxes.

The information in this report includes: 

  • Invoice number  
  • Order reference 
  • Despatch date 
  • Invoice amount ex VAT 
  • PO reference

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