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.