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Reporting - Include Branding Theme on invoice reports

I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.

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Helen Balaam shared this idea  ·   ·  Report…  ·  Admin →
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  • Pawan Karki commented  ·   ·  Report

    Hi there,

    Is it possible to go to business> invoices and export the sales invoices with the column "Branding them". For example, if the business have two types of sales . i) normal -one off sales and ii) subscriptions type.

    Also, it is possible to filter the sales transactions by Branding theme. (In Xero, invoice templates are called branding themes.)

    Regards

    Pawan Karki

  • Debbie Suckling commented  ·   ·  Report

    It would be great if on the Invoices - Awaiting Payments screen, you could have the option to see the Branding theme. That way those looking after say international students or our hire facilities person could sort their invoices when looking at them.