Overview of the Invoice Status Report in Hauling Software

To view the Invoice Status Report:

1. Select the Main Menu Drop-down

2. Select Reports

3. Select Reports Home

After Selecting Reports Home, you will be directed to the Reports Home Page

4. Select Invoice Status from the table

After Selecting Invoice Status you will be directed to the Invoice Status Report Page

To view a specific Date Range 

5.  Select the Date Drop-down Menu 

6. Select one of the configured date parameters, or set a Custom Date Range and Select Apply

7. Next you can add any additional filters by expanding the Advanced Filters

8. After expanding Advanced Filters, you can set any additional parameters for the Invoice Status Report

9. After setting all Advanced Filters, Select Filter

After Selecting all filter and Date Range, you can now view all Invoices that have a specific Invoice status by:

9.  Expanding the Invoice Status you want to view

To view a specific Invoice:

10.  Select the Invoice Link

To Export the Data to a Excel Spreadsheet, 

11.  Select the Export Button

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All information provided is for software products produced by CantrellJackson.com