Question asked by Brenda Balmer 7 years ago
Although the invoicing by client is useful occasionally, for our company we would need a list of invoices by project. Is this possible? I'm just looking at a trial demo of Clearbooks at the moment. Thanks
Hi Brenda
Either in the P&L report or the equivalent project report in the Tools menu you can see the revenue (and expenses) split by project and by clicking on any of the numbers you can see a list of invoices making up that project's revenuefor the period.
Alternatively you can export (via the Tools menu) CSVs of sales invoice lines or just the sales ledger and there's a column for the projects so you can sort on this.
Best answerHi Brenda,
Yes. You can filter invoices by project by going to Sales> Invoices and switching on the Filters toggle.
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