HOW TO: Use 'My Reports' as Statements

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Keeping your invoices and billing documents organized is a key element to keeping your business organized. For best business practices, it is vital to be able to group documents together from the last month, last quarter, or last year all together in a statement.

Looking to create a statement? Create statements with Invoice Home by using our “My Reports” feature in 5 simple steps.

Why Do I Need to Create a Statement?

Statements can be created for record keeping or bookkeeping purposes. Easily export and send the statement to a relevant member of your organization, accountant, or financial advisor.

Manage your business and your finances with little effort. By creating statements, you can analyze the results and find out your most profitable months or most frequent buyers.

Better understand your business by better understanding your data. By creating statements, you can effortlessly view your profits for the month, quarter, or year, and plan for the future by understanding past business patterns. From this information, you might decide that you should adjust your pricing, start offering more discounts, or change the due date on invoices to prevent late payments.

If you want more tips on how to prevent late payments on invoices, click here.

You can also create a report to see just your unpaid invoices. Once you see what customers haven’t paid yet, you can encourage them to pay by following up with them to remind them you’re still waiting on an invoice payment.

Along with the financial benefits of creating a statement, there are also organizational benefits!

Want to start fresh and reset your account for a new year? One option is to export last year's invoices to Excel or a PDF by using the “My Reports” feature. Just select the range of invoices you would like to run a report on and input your desired start and end date. Once this is done, you can then delete invoices so that you only have the current year’s documents physically saved on your Invoice Home account.

How Does Creating a Statement Work?

Organize your documents by more than just the date! You can create reports based on date, document type, payment status, and currency. Invoice Home allows you to get as specific as possible. For example, a report can be generated for only overdue invoices in USD.

Once you decide which documents you would like to see reflected on your statement, simply select “Export to PDF” or “Export to Excel” and have the document automatically sent to your email associated with Invoice Home.

Need a physical file? Print your statement in one click. Just click on the “Print” tab and you will be redirected to print your document.

Additionally, please be aware that the "My Reports" tab is not available on the app version of Invoice Home. To access "My Reports," you will need to go to our desktop version. You can do that by clicking, here.

Now that you have a better understanding of why you may want to use “My Reports” as a statement and an overview of how it works, let’s get started with step-by-step instructions!

Create a report in just 5 simple steps. Here's how.

How to Use "My Reports" as Statements

1. Sign in to Invoice Home here.

“Status”- allows you to select if you want to see documents that have been paid, partially paid, unpaid, or overdue. If you want to see all of your documents regardless of payment status, leave this field blank or select “All.”

“Document”- allows you to choose which documents you want to have reflected in your report. Choose if you want to see just your invoices, your quotes, your receipts, or any other documents we offer. If you want to see all of your documents select “All.”

"Currency"- allows you to choose which currency you would like to see on your report. If you have an international business, you may want a report of just your invoices in Euros or just in USD. If you want to see all of your documents select “All.”

5. Export your statement by clicking “Export to...” or "Print."

Once the documents you would like in your report appear on your screen, select “Export to PDF” or “Export to Excel” and have the document automatically be sent to your email. To print your report, just click the “Print” tab.

That's it! You have now created a statement using the "My Reports" feature. Now, just send it to the relevant recipient or save it to your files.

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If you finished the search and want to change it to see different documents, click “Clear search and show all documents,” to generate a new report.

When creating these reports, sometimes errors may occur when sending to your email because the system is exporting too much information. If this error occurs, please try using a smaller date range, such as by month or by quarter.

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If you need assistance or have any questions, please email support@invoicehome.com

Thank you for using Invoice Home!