Webtron’s in-Dashboard Invoicing contains several unique Exports and Reports that can be viewed and downloaded after you have Generated Invoices.
Opening the in-Dashboard Invoicing Reports menu
Empty Reports – The in-Dashboard Invoicing Reports menu will populate with report data only after you have clicked Generate Invoices for your Auction. Please ensure you have Reconciled your Auction and Generated Invoices before opening the in-Dashboard Invoicing Reports menu.
Step 1 – Navigate to the Invoicing menu via the View Auctions page
To open the in-Dashboard Invoicing Reports menu, navigate to the Invoicing menu via Auctions & Items > View Auctions > Invoices:
Step 2 – Click on the Reports shortcut
Once the Invoicing menu has loaded, look to the top-right corner of your screen and click on the blue Reports shortcut:
You’ll now see the in-Dashboard Invoicing Reports menu, segmented into the following tabs:
Current Sales
Un-sold
Reconciled Sales
Debtor Sheet
Payments and Refunds
Buyer Details
Guide Under Construction – The Invoicing Reports guide is currently being rewritten from the ground-up in preparation for our Snapshot Reports update. Check back later for new content.
In-Dashboard Invoicing Exports and Reports
Webtron’s in-Dashboard Invoicing contains several unique Exports and Reports that can be viewed and downloaded after you have Generated Invoices.
Opening the in-Dashboard Invoicing Reports menu
Empty Reports – The in-Dashboard Invoicing Reports menu will populate with report data only after you have clicked Generate Invoices for your Auction. Please ensure you have Reconciled your Auction and Generated Invoices before opening the in-Dashboard Invoicing Reports menu.
Step 1 – Navigate to the Invoicing menu via the View Auctions page
To open the in-Dashboard Invoicing Reports menu, navigate to the Invoicing menu via Auctions & Items > View Auctions > Invoices:
Step 2 – Click on the Reports shortcut
Once the Invoicing menu has loaded, look to the top-right corner of your screen and click on the blue Reports shortcut:
You’ll now see the in-Dashboard Invoicing Reports menu, segmented into the following tabs:
Guide Under Construction – The Invoicing Reports guide is currently being rewritten from the ground-up in preparation for our Snapshot Reports update. Check back later for new content.