What this report does:
– Generates a list of invoices within your system by their current job status
Upon opening this report, you will have the following filter options:
- From Date / To Date: – Set the date range in which to generate results
- Job Type – Select between the job types set up within your configuration settings
- Job Status – Filter your search results by an invoice’s current status. Note that this field will need to be filled out prior to generating a report
Once satisfied with your selections, click Run Report to continue
Now that the report has been generated, this is what should be visible in your results:
- Inv # / Tick # – Displays the invoice or ticket number
- Transaction Date – Displays the date the transaction occurred
- Job Type – Displays the assigned job type for the invoice
- Acct# – Displays the customer’s account number
- Cust Name – Displays the name of the customer
- Type – Displays the billing frequency (if applicable)
- Amount – Displays the total amount due on the invoice
- Labor – Displays the sum of labor-related charges on the invoice
- Parts – Displays the sum of parts related charges on the invoice
- Serial – Displays the total amount of serialized items
- Other Chgs – Displays the sum of all additional charges on the invoice
- Tax – Displays the total taxes collected on items and services on the invoice
- Discount – Displays the sum of discounts applied to the invoice
- Professional / Salesperson – Displays the name of the professional or salesperson assigned to the invoice. Note: Users will need to have either the Professional or SalesPerson role assigned or else they will NOT appear in the report
- City – Displays the city of the assigned job
- State – Displays the state of the assigned job
- Zip – Displays the postal code of the assigned job
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
