Billing Report – Invoice Details

Scroll down for a detailed guide on how to use this report.

Tiers: Scaling Up and above

Overview

View details about balances, work items, line items, and deposits for invoices sent through during a select date range.

Step-by-step instructions . . .

1

Filter by Date Range:

  • Between two dates, creating a date range
  • On, before, or after a specific date
  • Last sets a time frame going into the past–last day/week/six months/two years, etc. even last hours or minutes, fully customizable
  • Current lets you center on now and view by current hour/day/month/quarter, and more
  • The Next option does not currently have information associated with it, so you won’t need to select it.

    • 2

    Filter by Customer:

  • By customer name
  • By multiple customers based on check boxes
  • Make your choices and the list filters down, showing the same information as full list for the selected customers
  • When you filter by customer, the only customer names that show up in the dropdown are the ones who have received service within the selected time frame

    • 3

    Filter by Location:

    Select specific locations for which you want to display invoice information.

    4

    Filter by Invoice Status:

  • View invoices based on what's been sent, what's been paid, and what's overdue.

    • 5

    What you choose for filters will reflect in the following areas:

    First area gives you headline metrics, including the total number of invoices within your set filters, total amount paid, total amount awaiting payment, and total expected sales.

    6

    The second area gives you charts to help visualize the information.

  • Invoices shows invoices sent during a set date range and their basic related information, such total sales, invoice date, and service location.
  • Work Items shows a basic high-level overview of the completed work that's being charged for on invoices.
  • Line Items gives greater detail for each invoice, down to individual line items.
  • Deposits focuses solely on deposit invoices, which are not included in the other charts.

    • 7

    To export data:

  • Hover or click on a chart or table. Find the three dots that appear in the top right of the frame and click. This will give you options for working with the data in the chart you selected, including the ability to export it in various formats. This is useful if you want to view and analyze the information in your own way.
  • If you export as a PDF or PNG, you’ll get an image of what you selected. If you export to Excel or CSV, you’ll get a table with the underlying data. These options will download the export directly to your computer.
  • You can also Send > Export, which also allows you email it. 

    • 8
    The “Alert When” option sets up an automatic export if the conditions you set are met. For instance, you can choose for the export to trigger if your cost exceeds a certain amount. The system does the monitoring of this condition for you and then triggers the export automatically. You can also select what supporting data you want to be included in the export, from a high-level summation to the whole text messages table. Once you create a scheduled export, you’ll have access to a table from which you can manage all of your scheduled exports, allowing you to edit/delete/duplicate/pause/manually send report at any time.