In ServiceWorks, you can generate a report that will display a list of all invoice payments received within a specified date range. Here’s an overview of how to utilize this report
Upon opening the Invoice Payments report, you’ll be presented with the following filtering options:
- From Date / To Date – Define the date range to generate the report from
- Invoice Type – Filter your results by SVC (Service), POS(Point of Sale), or All
- Job Type – Filter results by the Job Types created within your Job Settings
- Job Status – Filter your search by Job Status. More than one search criterion can be selected at a time
Once satisfied with your filter settings, click Run Report.
Now that the report has been generated, you can view the following:
-Invoice # / Ticket #
-Paid Date
-Job Type
-Status
-Account #
-Customer Name
-Payment Mode
-Amount
-Professional / SalesPerson
-City
-State
-Zip
In addition, you will also have a Payment Summary that will include the total of payments made by the type of payment (cash, check, debit, etc)
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