Invoice Management Filters

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The Invoice Management pages in SingleOps offer a variety of options used to filter the list of Invoices to exactly what you need. Here is an explanation of each filter option:

  • 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: 
    • Open - Any Invoice with a balance greater than $0
    • Paid - Any fully paid Invoice
    • Synced - If the Invoice has synced to QuickBooks
    • Unsynced - If the Invoice has not synced to QuickBooks
    • Sent - If the Invoice has been sent 
    • Unsent - If the Invoice has not been sent 
    • On Hold - Any Invoice associated with a Job that is On Hold 
    • Upcoming - Any Invoice that does not meet the Open Invoices criteria configured in Account Settings 
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