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How to create report on invoice ninja

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To create a Report on Invoice Ninja

In our previous article we have been briefed on how to create a vendor record on Invoice Ninja. Today you will be explained about how to create a report on Invoice Ninja. Invoice Ninja is a free, open-source solution for invoicing and billing customers. The concerned clients can print the invoices, download them as PDF files, and even pay the vendor from online from within the system. It also supports 45 integrated payment gateways to send invoices to customers within seconds.

Creating a Report

Very first page is dashboard that comprises of the overview of total expenditure, Revenue and actions taken.
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Go to the report menu
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Select the category date range and run
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you can also export it as spreadsheet
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That was all, and with this the method to create a report in Invoice Ninja is covered.

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Frequently asked questions ( 5 )

Q

Does archiving a client affect the client’s balance?

A

No, archiving a client will not affect the client’s balance. Deleting a client will remove all client details, including the balance.

Q

How do I convert a quote to an invoice?

A

Go to the Quotes list page, and locate the relevant quote from the list. Click on the Action button in the far right column of the quote entry, and select Convert to Invoice from the drop d

Q

Where can I view the client’s portal?

A

To view a client’s portal, go to their Client Overview page by clicking on the client’s name in the table on the Clients list page. Click View Portal, which appears just below the Contacts s

Q

Can I try out the free version before deciding if I want to upgrade to Pro?

A

Of course! Sign up for the free version. You can choose to upgrade to Pro at any time.

Q

How do I convert a quote to an invoice?

A

Go to the Quotes list page, and locate the relevant quote from the list. Click on the Action button in the far right column of the quote entry, and select Convert to Invoice from the drop down menu.

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