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Generate a report

Build a report from URL-backed filters that remain available when you return.

Open in Invoice Aura

What to do

  1. 1

    Choose a report

    Select Invoices, Payments, Bills, Estimates, A/R, or A/P.

  2. 2

    Set filters

    Choose period, status, client or vendor, currency, and custom dates when available.

  3. 3

    Generate

    Review the table and linked source records.

  4. 4

    Download

    Export a PDF when the report provides it.

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