Invoice Details helps you review documents raised for a customer or period.

1. Open Invoice Details

Choose Reports → Invoice Details.

2. Apply the scope

Set the period, customer, currency, and status filters required for your question. Check whether the report is describing invoice activity or payments.

3. Review the documents

Compare the invoice number, date, status, amount, and payment or balance information. Open a document to inspect an unexpected row.

Use the source invoice to confirm a report row’s customer, status, and amount.
Use the source invoice to confirm a report row’s customer, status, and amount.

4. Download the selected view

Use Export → Download CSV or PDF with Line Items when those options are offered. Confirm the same filters before sharing.