Invoicing Summary Report
Scenarios:
You would like to understand how the Invoicing Summary Report works
This document assumes the following:
You have an Office Admin/Support user-level access on your Enrolmy instance.
You have run/are running activities for at least one of your Enrolmy instances.
What is the Invoicing Summary Report?
This report provides a quick summary on invoices created per activity, venue, or organisation (for Enterprise customers only). Only approved invoices are included, and is grouped based on the created date.
In this report, you will see information on:
Activity Name
Number of invoices
Number of credit notes
Days to fully paid
Paid invoices
Overdue invoices
Invoiced - Overall, Paid, Outstanding
Credited - Overall, Paid, Outstanding
Overall - Overall, Paid, Outstanding
A partially paid invoice is included in both Paid and Outstanding columns.
Accessing the Invoicing Summary Report
To access the report:
Log in to your Enrolmy Account
Head over to the Insights tab and select Invoicing Summary
Use the filters as needed
Click Search
Awesome! You now understand the new Invoicing Summary Report!
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