The print invoice summary is used to extract invoice data for external accounting software’s. The invoice
summary is available in the following formats.
General Format
Financial Institution Format
MYOB Service Sales
XERO Service Sales
Microsoft Dynamics Format
Authorised Users can access the report by selecting:
Reports > Invoice> Export Invoices Summary - Accounting
Then Select which format you would like this in and the Period Ending Date
General Format
Template
Fields
Customer Code | Invoice No | ClientName | InvoiceDate | Description | TaxType | Hours | Sub Total | Total Allowances | Total GSTExcAmount | Total GST | Adjustment | TotalEarnings | TrackingName1 |
Financial Institution Format
Template
Fields
Customer Number | Document Number | Document Date | Document Amount |
MYOB Service Sales
Template
Fields
Card ID | Invoice # | Job | Amount | Inc-Tax Amount | Date | Description | Account # | Tax Code | Payment is Due | Tax Amount | Balance Due Days | Tax Inclusive | Journal Memo |
XERO Service Sales
Template
Fields
ContactName | EmailAddress | POAddressLine1 | POAddressLine2 | POAddressLine3 | POAddressLine4 | POCity | PORegion | POPostalCode | POCountry | InvoiceNumber | Reference | InvoiceDate | DueDate | InventoryItemCode | Description | Quantity | UnitAmount | Discount | AccountCode | TaxType | TaxAmount | TrackingName1 | TrackingOption1 | TrackingName2 | TrackingOption2 | Currency | BrandingTheme |
Microsoft Dynamics Format
Template
Fields
Posting Date | Document Date | Document Type | Document No. | Account Type | Account No. | Description | GST Prod. Posting Group | Amount | State | Bal. Account Type | Bal. Account No. | Applies-to Doc Type | Applies-to Doc. No. |