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Invoice Summary Reports

View a high-level breakdown of totals by auction or date range, including base prices, premiums, taxes, and charges.

Updated over 3 weeks ago

What the Report Includes

The Invoice Summary Report provides financial totals for:

  • Total base prices

  • Total buyer’s premium paid

  • Total charges

  • Total tax collected

This report is typically used for reconciling auction results, internal accounting, or sales tax reporting.


How to Access Invoice Summary Reports

  1. In the Easy Navigator, select Invoice Summary Reports

  2. From the Auction dropdown, select the appropriate auction

  3. Set Dates to All (recommended in most cases)

  4. Click Click Here to Calculate to generate the summary


How to Print the Report

Click the Printer icon to access five report formats:

  1. Invoice List
    Prints exactly what is displayed on the Invoice Summary screen.

  2. Invoice List with Bidcard # & Name
    Breaks down the summary by bidder card number and name.

  3. Invoice List with Subtotals by Tax Rate
    Groups and totals invoices based on the tax rate applied.

  4. Invoice List with Subtotals by Auction/Tax Rate
    Breaks down the report by auction and tax rate (useful for multi-auction summaries).

  5. Invoice List with Buyer Info & Tax Exempt Detail
    Includes buyer contact info and flags for tax-exempt status.

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