When invoicing you might need to add a report of your project invoice history. This can easily be done after saving an invoice. Navigate to the right menu bar on invoice to add the report.

You'll learn:

  • How to add an invoice history report to an invoice

  • How to view and delete the report

Plans & Permissions:

Plans: Free CRM, Sales CRM, Project Management, ERP

Permissions: Invoicing

Table of contents:

  1. Where to add the invoice history report

  2. How to view and delete the report

  3. How the PDF report looks like

1. Where to add the invoice history report

Go to the invoice you'd like to add an invoicing report to, navigate to the right-hand side of the invoice view and click Add invoicing history.

2. How to view and delete the report

Once you have selected the report and saved it as an attachment, you can view or delete it under the Add invoicing history button.

3. How the PDF report looks like

When added to an invoice, this report will automatically be attached to the invoice when printed.

The report will be as a separate PDF attached to the invoice.

Columns on the report:

  • Invoice number

  • Invoice date

  • Total excl. VAT

  • Total

Other related articles:

How to add an hours report to an invoice?

How to invoice with project invoice materials



Did this answer your question?