This article explains how clients can view, download, and customize invoice reports.
There are two main invoice report types that can be instantly generated: Invoices Summary and All Invoice Items.
The Invoices summary is a comprehensive and detailed breakdown of all invoices generated during your selected date range, while the All Invoice Items report shows all line items for the date range.
In this article:
How to view and download Invoice Summary
How to customize Invoice Summary report fields
How to view and download Invoice Line Items report
How to customize Invoice Line Items report fields
How to Download Invoice Summary
You can view and download the invoice summary report, which is all invoices in Deel for the selected date range.
✅ Step 1 – Open Invoice Summary
Select the (1) Analytics tab on your home page, click (2) Reports, and select (3) View Invoices Summary
✅ Step 2 – Download
Click Download Report to download the invoices summary report.
You can further customize the report by selecting the date range, invoice status, and invoice type.
You can also customize the fields by clicking Edit Columns.
Customize Your Invoices Summary Report
✅ Step 1 – Open Customize Report options
Open your Invoices Summary and click (1) Edit Columns to bring up the field options for the report.
Check the boxes you want to be included in the table, then click (2) Update.
You can also customize the report by selecting the date range, invoice status, and invoice type.
How to Download All Invoice Items
You can view and download the All invoice items report, which contains details of all line items in invoices for the selected date range.
✅ Step 1 – Open All Invoice Items
Select the (1) Analytics tab on your home page, click (2) Reports, and select (3) View All Invoice Items
✅ Step 2 – Download
Click Download Report to download the invoices summary report.
You can further customize the report by selecting the date range or contractor/employee name.
You can also customize the fields by clicking Edit Columns.
Customize Your All Invoices Line Item Report
✅ Step 1 – Open Customize Report options
View your All Invoice Items report and click (1) Edit Columns.
Check the boxes you want to be included in the table, then click (2) Update.
You can further customize the line item report by selecting the date range or contractor/employee name.
FAQs
[ACCORDION] How does Deel calculate the number of employees for payment?
For billing purposes, all workers marked as ACTIVE are charged.
An ACTIVE worker is a worker who is in one of the following states:
- Onboarding
- Active
- Offboarding
[ACCORDION] What fields can I customize in the Invoice Summary table?
The Invoice Summary report is a comprehensive table, with dozens of reporting options.
There are more than 50 customizable data options to include in the summary, including:
- Deel Invoice Reference
- Memo
- Issue Date
- Due Date
- Currency
- Deductions
- Overtime
- Bonus
- Deductions
- Expenses
- Allowance
- Pension or 401k
- Payment currency
- VAT
- Pay date
and much more!
[ACCORDION] What fields can I customize in the All Invoice Items report?
There are over a dozen customizable data options to include in the report, including:
- Issue Date
- Deel Invoice Reference
- Contract ID
- Adjustment type
- Expense category
- Currency
- Submitted by
- Team
and much more!
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