Invoice Management Filters

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The Invoice Management pages in SingleOps offer a variety of great features that can be used to filter the list of invoices to exactly what you are looking for! Here is an explanation of each filter:

  • 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 and 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 
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