Invoices

Report Overview

The Invoices report generates invoices for exhibitors in a selected event. It provides flexible options for grouping orders, displaying item details, selecting invoice titles, and customizing remittance information.

Description

For a selected event, the Invoices report generates a single invoice per exhibitor. The available filters provide flexibility in how invoices are organized and displayed.

When performing subcontract work, you can display the general service contractor's address and suppress your store logo using the Remit Display filter.

In addition to item descriptions and pricing, the invoice includes an indicator showing when each item was ordered:

  • AD - Advance pricing period
  • ST - Standard pricing period

Payment Terms

The payment terms displayed at the bottom of the invoice can be customized under Store Configuration. See Messages for instructions on editing this content.

Invoice Address

The address displayed on the invoice is defined in the Store Detail area. See Store Details for information on changing the address.

Report Examples

The following examples show the standard invoice format and an invoice that includes discount information.

Standard Invoice

Standard Invoices report example

Invoice with Discounts

Invoice with Discounts report example

Available Filters

Use the following filters to select orders and customize invoice grouping, content, and presentation.

Field Name Available Values Default
Event Any event in the system None
Order # Any specific order. The invoice includes all orders for the exhibitor associated with the selected order. None (all orders in the event)
Status(es) Payment Pending
Confirmed
Cancelled
Closed		 Payment Pending
Confirmed
Closed
Order Start Date Any date Beginning of time
Order End Date Any date Today's date
Group Invoices by Booth
Exhibitor Name
Contact		 Booth
Customer Type(s) Exhibitor
EAC
Show Organizer		 All customer types
Transaction Type(s) Authorized
Captured
Capture Failed
Refunded
Refund Failed		 All
Group Items By None
Department
Revenue Type		 None
Group by Order Yes
No		 Yes
Remit Display Default
GSC No Logo
GSC With Logo
Store Name and Address		 Default
Include Orders With No Revenue Yes
No		 No (excludes customers whose orders have no revenue)
Title Invoice
Receipt
Statement		 Invoice
Print Options None of These
Shipment/Labor Details
Show Code
Remit To Verbiage
Invoice Date
Item Instructions
Discount Columns		 Shipment/Labor Details
Show Code
Remit To Verbiage
Invoice Date
Order # Label Order #
Invoice #		 Order #

Note: Invoices with a zero order total are not included on this report.

Tip: Use the Print Options filter to include discount columns, shipment and labor details, item instructions, and other information on the invoice.

Sample Reports

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View Sample Report

Open the Invoices PDF to see an example of the standard invoice format.

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View Invoice with Discounts

Open the Invoice with Discounts PDF to see an example that includes discount information.