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Monthly Sales Invoice Reports

This tutorial walks you through how to generate a Monthly Invoice Report in the Worktraq App.

Video Tutorial

1. Open Sales Invoice

Navigate to "Sale Invoice" to access all invoice-related features.

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2. Go to Monthly Reports

Select "Monthly Reports" to view available reporting options.

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3. Open Report Options

Click "Sales Invoices of this month report" to open the report configuration panel

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4. Select Company

Click the company-icon.png company icon to choose a specific company.

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5. Apply Date Range

Select a date range option to filter invoices over a period of time.

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6. Generate Report

Click "Continue" to generate the report based on your selected filters.

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7. Export Report

Use the bottom menu to export the report as:

  • PDF
  • Excel
  • Print

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You have successfully generated and reviewed the monthly sales invoice report in the Worktraq App.

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