Analyze invoice and payment details
The "Invoices Reports" section provides detailed information about the invoices and invoice payments in a specific time range.
This section is useful if you need to analyze how many invoices have been created in a specific time period and how many have been paid.
As you get sum breakdown for each invoice as well as get the average sum data, you can use the statistics to decide if the prices match the services or need to be reviewed.
Based on the data you get, you can do follow-ups with the clients for payments.
To access the "Invoices Reports" section, navigate to “Business Intelligence” → “Invoices” → “Invoices Reports”.
You can view the list based dates when the invoices were created or the dates when the invoices were paid. To do so, choose either "Paid Date" or "Created Date" from the drop-down list. To filter the list based on the date range, click on the "date" field and pick the required date range.
For more detailed filtering, you can click on the "Filter" icon in the top right corner, fill in the required fields and click "Go".
To download the list, click on the "Download" icon in the top right corner.
Note that once you access the required list you can filter the "Invoice Paid Date", "Invoice Number", "Invoice Created Date" and "Estimator/Salesman" columns separately by clicking on the "Filter" icons next to them.
If there are a lot of invoices on the page, you can choose how many entities to see on the page by picking the number from the drop-down list.
The last 7 columns provide the invoices' sum breakdown:
- In the "TOTAL FOR SERVICES" column you get the information about the total sum of services for the chosen time period.
- If any of the services were discounted, you can see the discount amount in the "DISCOUNT" column.
- The "TOTAL WITH DISCOUNT" provides the sum of the services with the discount.
- In the "TAX" column you get the information about the tax % for each invoice.
- The "TOTAL" column provides the sum including the tax and the discount.
- "TOTAL PAYMENTS" column shows how much of the invoice has been paid by the client.
- "TOTAL DUE" columns shows the remaining amount of the invoice that needs to be paid.
The "Totals" under each column provide either the combined sum or the average of the column.