Before you begin
Flexible Invoices plugin is required. Try it for free :)
Settings are located in menu: Invoices → Reports.
And this is how configuration page looks:
All configuration options are discussed below:
Use file format for generated report. You can use HTML or CSV:
- HTML file will be opened in new tab (hit ctrl + S to save it).
- CSV file will be downloaded to your computer. You can use eg. Excel to open it.
Select predefined date range or Custom range and set your own range.
Match invoice date
You can set date from invoice to Date range.
Select and sort columns which are on the reports. Just drag&drop them to the right place.
To add columns to report drag it from Available columns to Active columns.
If you have Flexible Invoices for WooCommerce active then this option will be available. You can choose to show only invoices for WooCommerce orders.
You can set to show in report invoices including or excluding tax.
Choose which tax rates would you like to export.
Filter by currency. Only invoices with selected currencies will be shown.
Choose buyer's country or countries which should be exported. You can select multiple countries.
You can also select the date of the invoice used to sort the report.
Save as default settings
If you set everything you can save the settings as default and generate report by clicking Generate Report