How to View and Export Invoice Reports as a Shipper | Wajeeh Guide

The Invoice Report gives you a complete overview of all your invoices in one place. You can filter by status, search by booking or invoice number, select a custom date range, and export the full report to Excel for your records.

Overview

The Invoices Report is found under the Reports section in your shipper account. It shows a summary of all invoices generated from your bookings — including subtotal, tax, total amount, balance due, due date, payment status, and payment mode — all in a single view.

Step 1 — Navigate to the Invoice Report

Log in to your Shipper account
In the left-hand navigation menu, click Reports
From the expanded submenu, click Invoices

You will land on the Invoices Report page.

Step 2 — Understand the Summary Cards

At the top of the page, four summary cards give you an instant snapshot of your invoice status for the selected date range:

Card	Description
Total Invoices	Total number of invoices and combined value in SAR
Overdue Invoices	Invoices that have passed their due date without payment
Due Invoices	Invoices that are outstanding and due for payment
Paid Invoices	Invoices that have been fully settled

These summary cards update automatically based on the date range you select.

Step 3 — Set a Date Range

By default, the report shows invoices for a pre-set period (e.g. 22/04/2026 – 22/05/2026). To view invoices for a specific period:

Click the Date Range field at the top of the page
Select your preferred start date and end date from the calendar
The report will automatically refresh to show only invoices within that period

Note: The information shown is always for the period selected. Changing the date range will update both the summary cards and the invoice list below.

To clear the date range and reset the view, click the X icon next to the date field.

Step 4 — Filter Invoices by Status

Below the summary cards, use the filter tabs to narrow down invoices by payment status:

Filter	Description
All	Shows every invoice regardless of payment status
Due	Shows only invoices that are outstanding and awaiting payment
Paid	Shows only invoices that have been fully settled

Use the Due filter to quickly identify all invoices that need attention, especially when approaching payment deadlines.

Step 5 — Search for a Specific Invoice

Use the Search bar to find a specific invoice quickly:

Click on the search bar — "Search with Booking ID or Invoice Number"
Type either the Booking Number (e.g. W1504) or the Invoice Number (e.g. 471)
The list will filter instantly to show matching results

You can also sort the invoice list using the Sort By dropdown in the top-right corner — default is Newest first.

Step 6 — Understand the Invoice List Columns

Each row in the invoice list represents one invoice. Here is what each column means:

Column	Description
Invoice No.	Unique invoice reference number
Invoice Date	Date the invoice was generated
Bookings No.	The booking this invoice is linked to
Subtotal	Amount before VAT
Tax	VAT amount charged (15%)
Total	Full amount including VAT
Advance	Any advance payment already made
Balance	Remaining amount due after advance
Due Date	Deadline for payment
Payment Status	Current status — Due, In-Process, or Paid — with days remaining
Payment Mode	How the invoice is being paid — e.g. Credit, Wire Transfer
Payment Date	Date payment was completed — shows N/A if not yet paid

Step 7 — Export the Invoice Report

You can export all invoice data to an Excel file for accounting, auditing, or record-keeping purposes:

Click the Export All button at the top of the page (next to the date range field)
The report will download as an Excel file to your device
The exported file includes all columns visible in the invoice list for the selected date range

Always set your preferred date range before exporting to ensure the Excel file contains only the invoices relevant to your required period.

Invoice Payment Status at a Glance

Status	Meaning
Due X days left	Invoice is outstanding — payment is due within the shown number of days
Overdue	Payment deadline has passed without settlement
In-Process	Payment has been submitted and is under review by Wajeeh
Paid	Invoice has been fully settled and closed

Summary

Step	Action
1	Go to Reports → Invoices in the left navigation menu
2	Review the summary cards for a quick financial snapshot
3	Set a date range to view invoices for a specific period
4	Use filter tabs — All, Due, Paid — to narrow down results
5	Use the search bar to find a specific booking or invoice number
6	Review invoice details across all columns in the list
7	Click Export All to download the report as an Excel file

Need help? Contact Wajeeh Support through the portal or visit the Knowledge Base using the link in the bottom-left corner of your dashboard.