How to customize and export your Invoice Report

Article author
Nneka
  • Updated

The Invoice Report is dynamic in that not only are you able to see a detailed breakdown per 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 Report comes in. To do this: 

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

    invoice_report.gif

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

    export_invoice_report.png

 

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