Invoice reports and payments received reports

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In addition to the invoice data you can view from the Invoices overview page, you can also run reports on your invoices, including payments received reports and line item exports.

Invoice report and payments received report

Invoice report

The invoice report (Invoices > Report) shows a list of each invoice issued during the selected timeframe.

Each invoice will be shown in its own row, along with the status, issue date, number of days in which it was paid, invoice ID, client name, amount invoiced, amount paid, and the balance remaining.

If you invoice in multiple currencies, the invoices will be broken down into sections by currency. Totals for tax amounts, amount invoiced, amount paid, and the balance remaining will be shown at the bottom of each currency section.

The report can be filtered by timeframe, client, and status (all, draft, sent, late, paid, written-off).

Payments received report

The payments received report (Invoices > Report) shows a list of each invoice payment received during the selected timeframe.

Each payment will be shown in its own row, along with additional detailed data.

If you invoice in multiple currencies, the invoice payments will be broken down into sections by currency. Totals for payments received will be shown at the bottom of each currency section.

The report can be filtered by timeframe and client.

Run an invoice or payments received report

  1. Head to Invoices > Report

  2. Click New report.

  3. Choose the type of report and filters you need. You can filter by:

    • Invoice report or Payments received report.
    • Timeframe.
    • Client.
    • Status (all, draft, sent, late, paid, written-off)
  4. Click Run report.

Note that the invoice report and payments received report list invoices/payments separately for each currency you've used to invoice a client. 

Exporting invoice reports and line items

  1. When viewing an invoice report, click Export.
  2. You can then choose to Export invoices to ExcelExport invoices to CSVExport invoices to PDFExport line items to Excel, or Export line items to CSV

Excel and CSV invoice report exports

Excel and CSV invoice report exports will contain more detailed information than what you see on the interface, including tax amounts for each invoice.

PDF invoice report exports

PDF invoice report exports generate a packet of invoices which includes a PDF copy of each invoice on the report. 

Line item exports

A line item export will include a row for each line item for each invoice in the report with the following details:  Invoice ID, client, project, item type, item description, item quantity, item unit price, item amount, item discount, item tax(es), currency, and invoice type. 

Exporting payments received reports

  1. When viewing a payments received report, click Export.
  2. You can then choose to Export to Excel or Export to CSV.

The payments received export will contain more detailed information than what you see on the interface, including the invoice issue date and tax amounts for each payment. 

Troubleshooting issues with report exports

If you're not receiving exported reports, please take a look at I'm not receiving emails from Harvest. What should I do? for some steps you can take to resolve this issue. 

 

 

 

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