To generate an Invoiced Items/Services report that shows any invoice that had a specific item or service on it and can be defined by item / service and or timeframe, click Reports in the left menu.
In the Financial Reports section, click Invoiced Items and Services. You can also type the report’s name in the Search box.
Next, select the date range, category and items/services, and choose All Work, Recurring Visits Only or One-Time Visits Only.
(Note: It shows the current year to date by default)
Use the Export dropdown to download an Excel or CSV file, or Download / Print to download a PDF or print it.
