Within ServiceWorks, you have the ability to run an invoice register report that will display all payments received during the designated date range.
It’s important to note that this report will only show jobs where payment has already been received. If a job has been scheduled during the selected date range, but the payment has yet to be collected, it will NOT appear when running this report.
Here’s a brief tutorial on how this section functions within the system:
- From / To Date: Use this to designate the date range of jobs to generate within the report
- Invoice Type: Choose the types of invoices to display – All, SVC(Services) or POS (Point of Sales)
- Job Type: You can use this to filter your results by the job types you have established within the system.
Once satisfied with your filter selections, click Run Report to continue. And once the report has been generated, this is what you can expect to see:
- Inv# / Tick # – This column will display the job’s invoice or ticket number.
- Status – Displays the job’s current status.
- Issue Description – Displays the text within the Job Description section of the job.
- Total Duration – Shows the total duration of the scheduled job. A total duration amount will appear at the bottom of this table for all jobs listed
- Transaction Date – Displays the date on which the initial invoice transaction occurred.
- Job Type – Displays the job’s assigned type.
- Acct # – Displays the customer’s account number.
- Cust Name – Displays the customer’s name.
- Type – Displays the type of payment taken for the invoice.
- Amount – Displays the total invoice amount. A total amount will appear at the bottom of this table for all jobs listed.
- Labor – Displays the total amount of service labor for the job. A total labor amount will appear at the bottom of this table for all jobs listed.
- Parts – Displays the total amount of parts added to the job. A total parts amount will appear at the bottom of this table for all jobs listed.
- Serial – Displays the total amount of serialized items on the job (if applicable). A total serial amount will appear at the bottom of this table for all jobs listed.
- Other Chgs – Displays the total amount of other charges added to the job. A total other charges amount will appear at the bottom of this table for all jobs listed.
- Labor Tax – Displays the total amount of service labor tax applied to the job (if applicable).
- Part Tax – Displays the total amount of item/part taxes applied to the job (if applicable).
- Tax – Displays the total tax rate applied to the job. A total tax amount will appear at the bottom of this table for all jobs listed.
- Discount – Displays the total discount amount applied to the job. A total discount amount will appear at the bottom of this table for all jobs listed.
- Professional / SalesPerson – Displays the professional or salesperson assigned to this job. (Note: users will need to have the Professional or SalesPerson role assigned to their profile in order to appear in this column)
- City/ State/ Zip – Displays the customer’s city, state, and zip code associated with their address.
- Warranty – Displays whether or not the job is covered by a warranty
- Call Type – Displays the associated call type for the job
Need More Assistance?
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Email: support@service.works
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