How to customize and export your Invoice breakdown

Article author
Nneka
  • Updated

The Invoice breakdown is dynamic in that not only are you able to see a detailed breakdown by employee, but you're also able to customize the fields that show up in your report. When we send your EOR invoice (Payroll Pre-funding Invoice or the Reconciliation invoice) we do not include a detailed breakdown because that is where the Invoice breakdown comes in.

To do this: 

  1. Go to the Service invoices tab.
  2. Choose the invoice.
  3. Go to the Invoice breakdown tab.
  4. From here, you can adjust the fields that are included in the breakdown.

    invoice_breakdown2.gif

  5. Once you've customized your Invoice breakdown, you can decide to export it as a CSV. This will allow you to work with the data more seamlessly. 

    export_invoice_breakdown.png

 

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