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Choose the right report

Use document reports for detail and account reports for outstanding balances.

Open in Invoice Aura

What to do

  1. 1

    Invoices and estimates

    Review issued documents, status, client, dates, and totals.

  2. 2

    Payments

    Review receipt-level payment history and source invoices.

  3. 3

    Bills

    Review payables by vendor, status, date, and total.

  4. 4

    A/R and A/P

    Review unpaid customer balances or vendor obligations and aging.

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