Invoice Configurations

Subscription

• Filter

  • Tags is in Subscription

  • Subscription Status = In Progress

  • Invoice Status is in To Invoice

• Group By

  • Date of Next Invoice (month), then

  • Customer, then

  • First Contract Date

• View

  • PIVOT

• Click on

  • The count of the Total

• Favorite Name

  • Subscription To Invoice

Sell Out?

• Filter

  • Recurring is not set

  • Invoice Status is in To Invoice

• Group By

  • Order Date (Month), then

  • Invoice Status, then

  • Customer

• View

  • PIVOT

• Click on

  • The amount of the Total

• Favorite Name

  • Sell Out Recap