Using Invoice amount report – Heeros Help Center

Using Invoice Tracking

Go to the Invoice amount report view
Select the desired year and month for review (triangle)
Select the customer to be reviewed (triangle)
Select the invoice type (purchase invoices / sales invoices)
- Note! Purchase invoices also include purchase and expense invoices made through eReceipt.

After making the selections, you can track which suppliers/sellers and the amounts of invoices have been processed for the selected customer during the chosen period.

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The image shows the invoices for September 2023, where Lemmikkitarvike 2020 company has 2 purchase invoice and Annika´s Lemmikkitarvike Demo Oy company has 1 sales invoice.

If needed, you can also drill down to a specific invoice. By clicking on the name of the invoice supplier, you can open either the invoice's XML or PDF file for review. Purchase and expense invoices created from eReceipt do not have an invoice image.