Invoice.coffeeSuite.coffee
Reports and communications

Read Invoice reports and export data

Compare issued, outstanding and collected amounts using the correct period and status.

1 min readUpdated Aug 23, 2026

Compare issued, outstanding and collected amounts in a consistent filtered period.

Before you start

  • Choose the business question and date range.
  • Keep invoice and payment states up to date.
Invoice reports with period, issued totals, outstanding balance and collections.
Reports provide operational billing indicators and filtered exports, not statutory accounts.

Set the reporting scope

Choose period and filters before interpreting totals. Distinguish document issue date, due status, collected amount and remaining balance.

Use operational indicators

Reports help track commercial billing, payment status and customer distribution. They do not replace accounting books, tax returns or bank reconciliation.

Export the current selection

Apply the supported filters before downloading. The file is a snapshot of that scope and will not update when later invoices or payments change.

Step by step

  1. Open Reports and select the period.
  2. Choose the relevant invoice or collection analysis.
  3. Apply supported status and customer filters.
  4. Compare totals with underlying documents.
  5. Export the current scope when a static copy is needed.

Final check

  • Every comparison uses the same period.
  • Outstanding and collected are not confused.
  • The export matches the visible scope.
Tip: Use accounting and tax systems for statutory books, filings and bank reconciliation.