The Invoice Management pages in SingleOps offer a variety of options used to filter the list of Invoices to exactly what you need.
Invoice Management Filters & Descriptions
| Filter | Description | ||||||||||||||||
| Date Range | This date range filters on the Invoice Date. In many cases, this may be the same date as the scheduled or completion date of a Job, but that is not always the case. | ||||||||||||||||
| Visit Stages | Invoices for per visit Jobs in SingleOps are available as soon as the Job is accepted. This can be very useful should you need to invoice a client in advance of the completion of the work, but if not, this filter allows you to filter down to only completed & approved visits. Using this filter will automatically exclude any Fixed Invoices from your results. | ||||||||||||||||
| Operation | The Operation filter filters based on the Operation of the Invoice. | ||||||||||||||||
| Client | The Client filter filters the results to a specific Client. Used in concert with say the Open Invoice filter, this can be used to pull a list of unpaid Invoices for a specific client. | ||||||||||||||||
| Invoice Type | Invoices can either be Per Visit, Fixed, or Combined. These types are based on the setup of the Jobs in your system. $0 invoices are hidden by default unless this filter is engaged. | ||||||||||||||||
| Invoice Status |
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