---
title: "AR Transactions By Job report"
slug: "ar-transactions-by-job-report-1"
updated: 2026-04-07T14:43:33Z
published: 2026-04-07T14:43:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AR Transactions By Job report

## Overview

## 

Use the *AR Transactions By Job* report to see a detailed list of your outstanding invoices aggregated by job. For example, if job 12345 has five outstanding invoices, the report displays a single row with a total for job 12345.

### Commercial businesses

[AR Transactions by Job report (Commercial) Video](https://fast.wistia.net/embed/iframe/xspqw7feix?web_component=true&seo=true&videoFoam=false)

### Residential businesses

[AR Transactions by Job report (Residential) Video](https://fast.wistia.net/embed/iframe/noc5mrnpjm?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

## Things to know

- To run the report efficiently, limit the date range of your report to a maximum of one year.
  - For example, if you run the report for a date range of 12/31/2019 to 12/31/2020, the *AR Transactions* report generates a list of invoices outstanding as of 12/31/2020, with an invoice date no earlier than 12/31/2019.
- You can filter the report to:
  - Exclude deposits, which are positive unapplied payments on a $0 invoice, as well as payment only refunds, which are negative payments on a $0 invoice. To do that, filter *Total* to not equal to $0.
  - Display deposits only. Filter the *Net Amount* as less than $0 and *Total* as equal to $0.
  - Display payment refunds only. Filter the *Net Amount* as greater than $0 and *Total* as equal to $0.
- To report on deposits only:
  - Filter *Net Amount* for items less than $0.
  - Filter *Total* for items equal to $0.

> [!NOTE]
> **Note:** You will need to [customize your report](/v1/docs/ar-transactions-by-job-report#customize-a-report) to see the *Net Amount*column.
- Invoices without a payment term assigned have no due date and are excluded from the aging bucket columns. Invoices without a term appear in the report with amounts in the *Net Amount* column.
  - To see the correct aging distribution of invoices, assign terms to each invoice.
  - Account configuration is required to use payment terms. To update your account, please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details.

## Run report

1. Go to the navigation bar and click **Reports**.
2. From the side menu, click **All Reports** and click **AR Transactions By Job**.
3. Set the filters as you want them. ![AR Transactions report interface with date and business unit selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-00s84qiu.png)
  1. **As of Date:**The report displays outstanding invoices on or before this date.For example, if your outstanding invoice of $100 dated 3/3/2020 has a payment of $20 applied dated 4/1/2020, running the report as of 3/31/2020 results in the invoice showing a balance of $100. Whereas running the report as of 4/10/2020 results in the invoice showing a balance of $80.
  2. **Business Unit:** Business unit of the invoice or payment. Select one, multiple, or all.
  3. **Exclude unapplied payments:**All payments that have not been applied to an invoice are excluded from the report.
  4. **Exclude incomplete job:** If selected, all incomplete jobs are excluded from the report. **Note**: if an invoice has no date and the job is complete, it will be included as part of the job’s AR balance.
  5. **Exclude net $0 balance invoices:** All invoices with a net $0 balance are excluded from the report.
4. Click **Run Report** to view the report.

## Understand report results

- **Customer Name:**Name of the customer **(Bill To**) on the invoice
- **Location Name:**Name of the service location of the invoice
- **Job #:** Number of the job
- **Current:** Balance on the invoice not yet due as of the date of the report
- **1 - 30:** Balance on the invoice past due by 1 - 30 days as of the date of the report
- **31 - 60:** Balance on the invoice past due by 31 - 60 days as of the date of the report
- **61 - 90:** Balance on the invoice past due by 61 - 90 days as of the date of the report
- **91 - 120:** Balance on the invoice past due by 91 - 120 days as of the date of the report
- **121+:** Balance on the invoice past due by 121 or more days as of the date of the report
- **Total:** Total amount of invoices, calculated as the sum of all tasks, materials, equipment, and taxes on an invoice

At the bottom of the report table, several columns contain totals:

- **Jobs:** Total number of jobs
- **1 - 30:**Sum of 1-30 invoices
- **31 - 60:** Sum of 31-60 invoices
- **61 - 90:** Sum of 61-90 invoices
- **91 - 120:** Sum of 91-120 invoices
- **121+:**Sum of 121+ invoices
- **Invoice Total:** Sum of the invoice totals.

> [!NOTE]
> **Note:** To include *Net Amount* in your report as shown below, go to [Add and remove columns](/v1/docs/ar-transactions-by-job-report#add-and-remove-columns) and select *Net Amount*. *Net Amount* is *Total* minus payments for that invoice. For invoices with adjustment invoices, the *Net Amount* may be different from the *Balance*. The sum of the *Net Amount* of the original and adjustment invoices equals the *Balance* shown on the invoice.

## Sort and filter report results

1. Click a column name to sort your report by that column. For example, clicking the 31-60 column sorts the report from least to greatest amount. An arrow displays next to the sorted column name. ![Table displaying financial data with highlighted amounts in the 31-60 days column.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-rh437v53.png)
2. Click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png)** next to a column name to apply a filter to that column.

> [!TIP]
> **Tip:** Use the **And/Or** dropdown to apply multiple filters to a column.

*![Filter options displayed for selecting specific values in a data table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-dzifv3jn.png)*
3. When you’re done, click **Filter**.
4. To save your sorting preferences and filters, click **Save Changes**.

For more on filtering, see [Filter a report](/v1/docs/run-report#filter-and-arrange-a-report).

## Customize a report

If you want to report on other AR Transaction data, include the data as columns in your report. You can also remove columns and change how they are arranged.

## Add and remove columns

1. Above the report results, click **Edit Columns**. ![A hand cursor points to the 'Edit Columns' button next to 'Save Changes'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-9o6vel2w.png)
2. In the*Edit Columns* screen, select or deselect the items you want added to or removed from your report. ![Options to edit columns for AR transactions, highlighting key data fields and selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-i5jilu7s.png)
3. When you’re done selecting columns, click **Hide**. Click **Run**to view the revised report.

## Change column arrangement

1. You can arrange columns and group your report results with just a few clicks:
  1. Drag a column header to change its order in your report. ![Quick videoof table columns being moved](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-hwnbi4ad.gif)
  2. Drag a column header above the left corner of the table to group your report by that column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-fso7un13.gif)

> [!NOTE]
> **Note:** This feature is not available for every column type.
  3. Drag the right edge of a column header to change the column width. ![Table displaying job types and location zip codes for service requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-job-report-image-qlrzclnp.png)
2. When you’re done, click **Save Changes**.
3. Click **Run Report** to view the report with your column changes.

## Want to learn more?

- See [Run, filter, and export reports](/v1/docs/run-report)
- See [AR Transactions report](/v1/docs/ar-transactions-report)
- See [Schedule reports](/v1/docs/schedule-reports)