- Log into Xero.
- Click Reports.
- Click New Reports.
- Click Receivable Invoice Summary.
- Press the Report Settings button beside the dates.
- Look at the screenshot below. Match your checked boxes to ours, it's our recommended settings. But feel free to use whatever columns you prefer.
- This report will give you all the data you asked about above and more.
Our Recommended Settings for the Receivable Invoice Summary Report