Articles on: Trust Reports

Trust Invoices Report

Trust Invoices Report


This feature provides a list of all Trust invoices with the following status: draft, awaiting approval, awaiting payment, or paid.


You can also, view invoices within a specified date range.



To view the actual invoice, go to:


Trust Reports > Invoices > select the date range > the screen will refresh with all or filtered invoices > actions menu > invoices.


Updated on: 30/08/2023

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