Invoice Report

Page Contents

Invoice report have multiple views like summary. details, aging, outstanding and uninvoiced.
In each view the filter and columns are vary in Invoice report.

It is based on client, Invoice status and date filter where status is not draft.
Administrator can only able to view all the invoices of client for the entity.
All type of currency are grouped while displaying Invoice Amount columns for all invoice reports.
In Period column, same group options like Date, Week, Month & year.

You have group by options like client and date where any one column should be selected by default.
Period or Client should have link & on click will be taken to detail report.

In Invoice summary all the invoices are group by clients where the status should be sent, partial or paid.
You cannot uncheck the client column to display if group by client is selected.

In Invoice summary all the invoices are group by date, week, month or year where the status should be sent, partial or paid.
You cannot uncheck the period column to display if group by date is selected.

In summary view you have columns like Period, Client, Invoice Count, Invoice Amount, Payment Count, Payment Amount, Deposit Invoice Count, Deposit Invoice Amount, Deposit Pay Count and Deposit Pay Amount.
You can Show / Hide the required columns by select or unselect the check box on the right.

Invoice detailed Report will show all the invoices which have any status.
You can view the list of invoice for a period by choosing the date filter at the top right.
Invoices with all status are displayed for the date range selected and you can filter by Clients and status.

In detail Invoice report, you have default Columns like Period, Invoice Date, Invoice, Client, Client Contact, Amount, Outstanding and Status.
More columns are Due Date, Estimate#, Subject, Recurring, Next Inv Date, Deposit, Discount(%), Discount Amount and taxes.

You have column options like 7 days, 15 days and 30 days interval.
With in the interval the amount are grouped based on Invoice currency.
When you click on the amount link, you can view Invoice Aging detail report for the amount with all invoices listed.
It is the outstanding invoice report which is next type of view.
Age Days column is number of days after due_date where it is displayed based on the interval.
When clicking on the Invoice Number, respective invoice will be displayed.

It displays the Invoice Outstanding Amount similar to Invoice Aging Detail Report.
You have client filter to display all clients outstanding invoices.
Invoices with status sent and partial are only displayed in the report.

You have default column as Invoice Date, Due Date, Invoice#, Client, Age Days, Amount and Outstanding.
When clicking on the Invoice Number, respective invoice will be displayed.

In this report Uninvoiced Hours, Expenses and Amount are displayed based on Client & Project.
You have Client and Date filter to view the Uninvoiced Report.
When clicking on View, it will display the Hour / Expense detailed report.
In Column Picker, either Client or Project column should be selected.

All the records will be grouped by Client / Project based on Column Picker.
Uninvoiced Amount where approved will displayed the Amount value of Approved Hours / Expenses.
Uninvoiced total amount will display the amount value of all Hours / Expenses.
When Checkbox is selected and click on create Invoice for the un-invoiced hours, it will generate invoice.