Skimmer Billing Report - Invoice Details
To learn how to view details of invoices generated by Skimmer Billing, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
- Here’s how to view details of invoices sent with Skimmer Billing. We’re going to review three reports that present different aspects of invoice data. On the website, start by clicking Billing and then Billing Reports. Then, in the Invoice Reports box, click Invoice Detail - Invoice View.
This will take you to the report screen. The first thing to note is that you can choose the date range you’re viewing. For demonstration, we’ll stick with viewing the default of the current month. Below the date selector, you have a row showing several large aggregated numbers.
Total Invoice Count shows the total number of invoices sent during the date range you set.
Total Paid shows the money that’s been paid to you from those invoices. This can include whole and partial payments.
Total Outstanding shows what you’re still owed from those invoices.
Total Sales is the combination of Outstanding and Paid, so it’s the total amount you can expect to collect from the invoices within your date range.
Next, we have the detail view for every invoice within your date range. You can sort the list based on any of these columns. So for instance, if you want to view by date, by customer name, or by invoice number, just clicking the column header and you can change the sort to suit your needs.
The detail view also shows you each invoice’s outstanding balance, current status, and the total amount you billed for, which is the total amount you expect to be paid for that invoice.
To view more information about these invoices, back out of this report, and on the main screen choose Invoice Detail - Work Item View.
At the top, you’ll see the same date selector and the same aggregated number categories.
In the detail view, once again, you can click on any column header to sort by that column.
Note also that this report gives you different information about the same invoices we already viewed, focusing specifically on the work performed, and then showing the total amount you can expect to be paid for completing that work.
If you’d like to view even more details about these invoices, and in a form you can edit, click the Export button to generate a spreadsheet.
On the spreadsheet, you can see that more columns are presented, giving you a wider snapshot of the information related to each invoice. Both invoice detail reports - whether you’re looking at balances or work items - will generate this same spreadsheet.
For the third way to view invoice details, you’ll go back to the main screen and then choose Invoice Line Item Detail.
On the report screen, first you’ll see that we have the same date selector, and the same date range has been chosen. Following that, you have different aggregated numbers than the previous two reports.
The first shows the total number of line items in all the invoices within this date range. A line item is an individual element that you’re charging for, whether it’s monthly service, a chemical dosage, or a piece of equipment.
Subject to Tax shows you the dollar amount from your invoices that will be taxed. This is based on tax settings you’ve already chose, which we cover in other videos.
Total Taxes is the aggregated dollar amount of taxes being collected for these invoices.
Total Sales is the combined total amount of every line item that you’re billing for.
In the details view, you’ll see there’s not just one line per invoice. There’s a line for every item in that invoice, which is why this is considerably longer than the previous two reports. Here you’ll find specific information about the line item itself, the quantity, what you’re charging, and any taxes to be collected.
If you’d like to see more details, you can export this report to a spreadsheet, where a few other columns are presented, such as a line item’s category and the related location.