Call Center: Generate the "Open" Invoices Report

Call Center: Generate the "Open" Invoices Report

This report is an Excel spreadsheet listing all open invoices. You can generate the report from the “Call Center” app or from within the “Invoice” table.

  1. From the “Call Center” app, click the “Open Customer Invoices Export” report; OR
    From the “Invoice” table, click the Actions button and select “Open Customer Invoices Export.”
  2. Select the Line of Business (LOB).
  3. Click Next.
  4. Click the Download Report button to download the Excel report. 
    NOTE: The report is also available via a ink that can be shared for 30 days. Copy and paste the link as needed.
  5. Click Done.