Invoice Download Options
You can download the Invoice Detail Report in three ways:
1. From the Invoice Editor
Open the invoice (or proposal), click Download in the upper-right corner, then select Download Detail Report.
2. From the Calendar
Click on an event in the calendar to open the side panel, then select View Event Detail Report.
3. From the Event Edit Screen
Open the event, then click Invoices (or Financials in the side navigation).
In the invoice list, hover over the invoice name and click Download Detail Report.
Configuring the Invoice Detail Report
To configure what appears in the Invoice Detail Report:
Go to Settings in the side navigation.
Click Invoice Detail Report.
Choose whether to include To-Dos and client information in the report as desired.
Downloading the Invoice Detail Report on the Mobile App
You can download the Invoice Detail Report directly from the Mobile App