Note: Invoices are a new feature and are not yet active by default. Give us a call if you'd like more information about activating invoices for your organization.
We created a report for the invoice tool which displays all invoices (recurring, one-time, or event) under an organization and the status of each individual invoice. To access the report, click Reports in the Reporting menu in the left-hand navigation.
You’ll be taken to the Reporting menu. Here you’ll have access to several types of reports. The Invoice report is available under Transaction Reports.
Click the View Report button under Invoice to view the report.
This report will show all the invoices for the specified date range.
Each invoice will list the transaction ID, date of creation, donor name, frequency, amount promised, amount due, amount paid, invoice status, and whether reminders are on or off.
To search for a specific invoice, use the search bar above the Advanced Filtering button and Range drop-down menu to search by name, email, transaction ID, or promise ID.
The report lists all invoices regardless of status. The default date range for the report is the day the report is run. Adjust the date range from the Range drop-down menu to see older invoices.
The Advanced Filtering button allows you to apply filters to narrow down the report results to invoices that meet specified criteria.
Clicking the Advanced Filtering button opens a search bar where you can find and apply filters. You can choose to view invoices from specific forms, that have a certain recurring frequency, a certain status, or by whether reminders are on or off. The buttons to the right of the search bar remove all specified filters or save the invoice report as a custom report that displays only the invoices that meet the selected criteria.
Custom Reports can be found in the Reporting menu in the left-hand navigation of your control panel.
You can access a saved custom invoice report on this page.
Note: Custom Reports are only available with an active Giving Essentials package. If you would like to add Giving Essentials to your fundraising plan, email [email protected].
To download the invoice report, click the invoice button on the top right of the report.
Clicking the Invoice button allows you to download the report as a CSV file or Excel workbook. Clicking CSV or Excel will download the Invoice Report.