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Reports - Orders and Invoices
Reports - Orders and Invoices

View Orders and Paid and Unpaid Invoices.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Navigation for all reports:

To access your studio reports, select the report icon in your left menu.

The overall Search/Filter section will be on the right hand side. If you do not have the Search by view shown below, select the filter icon for it to appear.

At the top right of this section is the "Clear all" option if you want to reset any filters.

If you are on a smaller screen or if your browser window is condensed you may need to hover over the column headers to find the scroll bar to scroll to see all of the information.

10 orders will be displayed at a time. You may use the arrows on the bottom right to continue to the next page.

If you wish to export a report, ensure you have the filters set to what you would like to export and then select "Export Reports" or "Export Orders" at the top right. This will put the data into a spreadsheet.

Invoice Reports:

Select the option for Invoices and it will open up a report of Invoices you have created in Mydoma.

The overall Search/Filter section will be on the right hand side. If you do not have the Search by view shown below, select the filter icon for it to appear.

At the top right of this section is the "Clear all" option if you want to reset any filters.

You can filter invoices by:

  • Status: All, Paid, or Unpaid

  • Start Date: the oldest invoice issue date you want to see

  • End Date: the newest invoice issue date you want to see

  • Project: invoices in a specific project

  • Taxes: specific tax rate

  • Tags: contains or doesn't contain tag(s)

10 invoices will be displayed at a time. You may use the arrows on the bottom right to continue to the next page.

Pro Tip: Want to give your Accountant or Bookkeeper access? Simply make them a user and set their permissions.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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