Invoice Report - Sales by Category

Tiers: All tiers

Report category: Invoice Reports

Location: Reports tab > Invoice Reports > Sales by Category

Permission required: View All Billing Reports

Overview

The Sales by Category report breaks down invoice revenue by category, showing amounts due for pool service, chemical dosages, work orders, installed items, and manually entered line items. The upper portion lists grand totals by revenue type; the lower portion breaks down those totals by category. Based on your settings, the report also separates taxable and non-taxable amounts and shows total taxes due. Use this report to understand your revenue mix and tax obligations by category.

Report totals

The Sales by Category report lists the following grand totals:

Total Non-Taxable — Total dollar amount of line items not subject to tax.
Total Taxable — Total dollar amount of line items that are subject to tax.
Total Taxes — Total tax amount calculated across all taxable items.
Total Sales — Grand total of all sales including taxes.

When to use this report

Use this report when you need to:

Review your revenue mix — See which service categories (pool service, work orders, installed items, etc.) are driving the most income during a given period.
Prepare for tax filing — Quickly identify the total taxable and non-taxable sales amounts and the taxes collected across all categories.
Reconcile invoices — Verify that line items are categorized correctly by comparing category totals against your records.
Identify top revenue categories — Spot trends in which types of work generate the most billing to support business planning and profitability reviews.

Tips and tricks

Date filters — For the most reliable date filtering, use Last, Current, or Between. The On, Before, and After options may not work as expected.
Invoiced amounts, not payments collected — This report reflects amounts billed on invoices, not payments actually received. Totals may differ from your accounting software (such as QuickBooks Online) if invoices are unpaid, partially paid, or surcharging is enabled. A surcharge adds to the amount collected but doesn't appear on the invoice, so cash collected may be higher than this report shows.
Fees and discounts — The Sales by Category report includes Surcharge Fees but does not include any other fees or discounts.

Filter options and report details

Filter options

Filter option	Description
Date	Filters by invoice date, not payment or service date.

Report columns

Column	Value	Description
Category	Pool Service	Invoice line items generated when a service stop occurs, or the flat rate a business charges for routine stops. Does not include chemical dosages or installed items.
	Dosages	Invoice line items generated when a chemical is added in the field for a service stop.
	Work Orders	Invoice line items that can include labor and parts associated with work orders. Does not include separately installed items.
	Installed Products	Invoice line items for products that may or may not include pre-populated prices from within Skimmer.
	Installed Parts	Items without pre-populated prices in Skimmer.
	Installed Chemicals
	Installed Other
	Surcharge Fee	Invoice line items for fees added to credit card transactions to offset processing costs.
	Manually Entered	Custom invoice line items added directly to an invoice using the Add New option in the Edit Invoice page.
Category (continued)	Custom categories	Any custom invoice categories you assign to products, work order types, dosages, or pool service.
Non-Taxable	n/a	Dollar amount invoiced for items in this category that are not marked as taxable.
Taxable	n/a	Dollar amount invoiced for items in this category that are marked as taxable.
Taxes	n/a	Tax amount invoiced on the taxable items in this category.
Total Sales	n/a	Invoiced total, including taxes, for all items in this category.