The print invoice summary is used to extract invoice data for external accounting software’s. The invoice summary is available in the following formats.
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General Format
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Financial Institution Format
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MYOB Service Sales
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XERO Service Sales
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Microsoft Dynamics Format
Authorised Users can access the report by selecting:
Reports > Invoice> Export Invoices Summary - Accounting
Then select which format you would like this in and the Period Ending Date
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General Format
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Template
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Fields
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Customer Code
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Invoice No
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Client Name
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Invoice Date
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Description
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Tax Type
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Hours
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Sub Total
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Total Allowances
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Total GST Excl. Amount
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Total GST
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Adjustment
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Total Earnings
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Tracking Name 1
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Financial Institution Format
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Template
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Fields
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Customer Number
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Document Number
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Document Date
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Document Amount
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MYOB Service Sales
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Template
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Fields
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Card ID
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Invoice #
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Job
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Amount
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Inc-Tax Amount
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Date
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Description
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Account #
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Tax Code
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Payment is Due
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Tax Amount
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Balance Due Days
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Tax Inclusive
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Journal Memo
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XERO Service Sales
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Template
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Fields
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Contact Name
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Email Address
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PO Address Line 1
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PO Address Line 2
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PO Address Line 3
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PO Address Line 4
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PO City
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PO Region
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PO Postal Code
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PO Country
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Invoice Number
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Reference
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Invoice Date
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Due Date
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Inventory Item Code
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Description
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Quantity
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Unit Amount
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Discount
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Account Code
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Tax Type
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Tax Amount
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Tracking Name 1
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Tracking Option 1
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Tracking Name 2
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Tracking Option 2
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Currency
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Branding Theme
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Microsoft Dynamics Format
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Template
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Fields
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Posting Date
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Document Date
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Document Type
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Document No.
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Account Type
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Account No.
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Description
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GST Prod. Posting Group
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Amount
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State
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Bal. Account Type
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Bal. Account No.
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Applies-to Doc Type
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