To generate an invoice report for a contract, navigate to the contracts menu by clicking on the "Contracts" option on the left sidebar.
Click on the name of the specific contract you wish to generate the report for.
This will open a menu of all details for this contract, scroll down to the bottom to get to the invoices section.
Click "Export Invoices" in the top right of the Invoices section.
A sidebar will appear to the right. Select the period ending, then click "Download Report" to download the invoice report.
Exporting outstanding balances with the PC and Defects split
If you'd like a report that breaks each contract's outstanding retention into PC and Defects amounts, you can export this from a contractor's page instead. This is useful when you want to see, at a glance, how much retention is being held back against practical completion versus the defects liability period for every contract you hold with a contractor.
Open the "Contractors" menu from the left sidebar and click on the name of the contractor.
At the top of the contractor's page, click "Export Contractor Balances". Select the period ending, then click "Download Report".
The report lists each of the contractor's contracts and includes:
PC Date and PC Amount — the practical completion date and the retention amount still being held back against it.
Defects Date and Defects Amount — the defects liability end date and the retention amount still being held back against it.
Security — the form of security held for the contract (e.g. cash retention, bank guarantee), or "N/A" if no security has been recorded.