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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