What is the Invoicing Summary Report?
This report provides a quick summary on invoices created per activity, venue, or organisation (for Enterprise customers only). Only approved invoices are included, and is grouped based on the created date.
In this report, you will see information on:
Activity Name
Number of invoices
Number of credit notes
Days to fully paid
Paid invoices
Overdue invoices
Invoiced - Overall, Paid, Outstanding
Credited - Overall, Paid, Outstanding
Overall - Overall, Paid, Outstanding
A partially paid invoice is included in both Paid and Outstanding columns.
Accessing the Invoicing Summary Report
To access the report:
Log in to your Enrolmy Account
Head over to the Insights tab and select Invoicing Summary
Use the filters as needed
Click Search
