Invoices report templateLast updated on 03/22/2022
Use the Invoices report template to create reports based on invoice data including invoice numbers, job numbers, totals, balances, and more.
Example Invoices reports:
Report on monthly invoice totals to track the performance of your sales team.
Build a scheduled report to email your accounting team outstanding invoices on a weekly basis.
Create an Invoices report
Follow the steps to create a custom report based on the Invoices template and select the columns to include in your report.
The Invoices template has these columns selected by default:
Invoice #—Invoice number
Job #—Job number associated with the invoice
Job Type—Job type listed on the job record
Invoice Status—Whether the invoice is Pending, Batched, Posted, or Exported
Total—Total on the invoice
Balance—Remaining balance owed on the invoice
Invoice Date—Date on the invoice
Customer Name—Name of the customer billed on the job
Location Address—Service location on the invoice
You can customize the report by selecting additional columns from these sections:
Invoice Basics—Common fields included on an invoice
Invoice Totals—Totals and subtotals included on an invoice
Invoice Dates—Dates associated with a job or invoice
Customer Information—Common fields included on a customer record
Invoice Item KPIs—Key performance indicators (KPIs) based on costs and revenues on a job
Technician Performance—Technician information and sold hours on a job
Tags—Tags attached to a job, customer, or location
Run a report
From the Filter by dropdown, select how you want to filter the report:
Invoice Date—Date on the invoice
Completion Date—Date the job was completed
Creation Date—Date the job was booked
Start Date—Date the job is scheduled to begin
Last Paid On Date—Most recent date that payment was made on the invoice
First Dispatch—Date a technician was first dispatched to the job
Click the From - To field to set date filters. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today—From 12:00 AM to the current time
Yesterday—Previous day, from 12:00 AM to 11:59 PM
Last 7 Days—Previous seven days, including the current date
Last 14 Days—Previous 14 days, including the current date
Last 30 Days—Previous 30 days, including the current date
Month to Date—From the first of the current month to the current day
Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days—Previous 90 days, including the current date
This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date—From the first day of the current quarter to the current day
Year to Date—From January 1 of the current year to the current day
Last 365 Days—Previous 365 days, including the current date
From the Business Unit dropdown, select the invoice business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs.
To report on BU categories such as trade or division, click Filter
, select the BU categories you want to include, and click Filter.
Select Hide Empty Invoices to filter out empty invoices from your results. Empty invoices are used on projects for days when no items are billed but work is performed. An invoice is considered empty when it meets the following conditions:
Has a $0 total
Contains no invoice items or purchase orders
Associated job is completed or cancelled.
When you're done setting your filters, click Run Report.
, select the BU categories you want to include, and click 
Tip: Click Edit Columns to add and remove columns. For further customization, you can arrange and filter your results.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.