The SingleOps Invoices Report provides summarized data on all Invoices.
In this article:
Summary Data for Business Insights
Invoices Report Totals/Averages
Navigate the Invoices Report
Reports > Sales and Payments > Invoices Report
Filters
Date Range | Choose between Today, Yesterday, Tomorrow, Last 7 Days, Last 30 Days, This Month, Last Month, Year To Date, or Custom Range. The date range selects only Jobs that fall between those dates to calculate the totals. |
Visit Stages | Select one or multiple Job Stages (e.g. Active, Approved, Completed). If None are selected, all will be included in the Report. |
Operation | Operation or service name (e.g. maintenance, design/build, tree service, etc.) If none are selected, all will be included in the Report. |
Client | Type in one or more existing Client name(s). If None are selected, all will be included in the Report. |
Invoice Type |
Per Visit: Invoices sent per visit. Fixed: Invoices sent on a fixed schedule. Combined: Multiple Invoices from one recurring job or a combination of invoices from different jobs. Progress: Progress Billing - one-off Jobs billed based on completed work. |
Invoice Status |
Open: Invoice is currently Open Paid: Invoice has been paid in full Synced vs. Unsynced: Invoice has been synced or not synced to QuickBooks Sent vs. Unsent: Invoice has been sent or unsent to customer On Hold: Job is On Hold |
Summary Data for Business Insights (Premier Tier Only)
Summary Data for Business Insights enables you to take all of the information in a report and summarize it to develop powerful insights into your business.
Search
Search this report based on Client's Name, Job Name, Operation, User's Name, Reference Number for the Job, Visit, Invoice or Payment, etc.
Columns
Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.
Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.
Ref # | Invoice reference number |
Name | Invoice name |
Client | Client's name that links to Client's SingleOps profile |
Operation | Invoice level operation or service name (e.g. maintenance, design/build, tree service, etc.) |
Invoice Type | Per Visit, Fixed, Combined Invoice, etc. |
Invoice Total | The invoice total in dollar amount |
Balance | Invoice Total - Payments = Balance |
Sales Rep(s) | Sales Representative associated to that Job |
Invoice Date | Invoice date |
First Sent / Last Sent | The date the invoice was first sent and last sent will display in separate columns (yyyy-mm-dd) |
Event Name | Status indicating if the Invoice has been sent. Follow the link to Statuses & Their Descriptions for more information on each status type. |
Date Paid | The date the Invoice was paid (yyyy-mm-dd) |
Synced to QuickBooks |
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On Hold |
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Actions | Clickable buttons that link to: Email - start an Invoice email to send to the customer. Job - open the Job information in a new tab. Public Document Links - allows a user to see different versions of documents for that customer (e.g proposal, invoice, or work order) Delete - delete Invoice |
Job City | The city name where the Job is taking/took place. |
Job Zip Code | Regional postal code based off the Job's geographical location. |
CUSTOM INPUTS | All Client, Job & Visit Custom Inputs will appear here. |
Total / Average
At the bottom of the page, totaled amounts for two columns - Invoice Total & Balance - can be found.
*Note: These Totals reflect the sum of the displayed Invoices on this page only (<10), not the entirety of search results. Additional Invoice results can be accessed by clicking through the additional pages at the bottom right of the screen.
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