The Sales Journal from the previous version of InvoiceOwl has been replaced by the Invoice History report, which provides the same detailed invoice-by-invoice view with more powerful filtering.
Using the Invoice History report
- Click Reports in the left sidebar.
- Click Invoice History from the All Reports list.
What you will see
At the top, summary cards show:
- Total Invoices -- the number of invoices matching your filters.
- Total Amount -- the combined value of all matching invoices.
- Total Paid -- how much has been collected.
- Balance Due -- the remaining amount owed.
Below the summary, a detailed table shows each invoice with these columns:
- Invoice # -- the invoice number.
- Client -- the client name.
- Date -- the invoice date.
- Due Date -- when payment is due.
- Status -- the current invoice status (Draft, Awaiting Payment, Paid, or Bad Debt).
- Total -- the full invoice amount.
- Paid -- how much has been paid toward this invoice.
- Balance -- the remaining balance.
Click on any invoice row to open that invoice.
Filtering options
The Invoice History report offers several ways to narrow your results:
- Date range picker -- choose This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, or a Custom range.
- Status filter -- select All Statuses, Draft, Awaiting Payment, Paid, or Bad Debt.
- Client filter -- choose a specific client or view all clients.
- Search bar -- type to search invoices by number or other details.
Pagination
If you have many invoices, the table is paginated. Use the Previous and Next buttons at the bottom to move between pages.
Exporting
Click the Export button to download the report as a CSV or XLSX file. The export includes all invoices matching your current filters.
On the Mobile App
- Tap the More tab, then tap Reports.
- Tap Invoice History (the replacement for the old Sales Journal).
The report shows a summary at the top with total invoiced amount and invoice count. Below is a list of each invoice with:
- A colored status dot (green for paid, yellow for awaiting payment, gray for draft).
- The invoice number and total amount.
- The client name, date, and current status.
Filter by time range using the tabs: This Month, Last Month, This Quarter, or This Year.
Status filters, client filters, search, pagination, and report export are not available on mobile. Use the web app for advanced filtering and downloading.