--- title: "Invoice Items report template" slug: "invoice-items-report-template" updated: 2026-10-16T02:55:05Z published: 2026-10-16T02:55:05Z canonical: "help.servicetitan.com/invoice-items-report-template" --- > ## 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. # Invoice Items report template Use the Invoice Items template to report on invoice items to measure which pricebook items are used on job, non-job, and adjustment invoices. Example Invoice Items reports: - Compare total revenue between customers with memberships and customers without. - Run reports for customers with no recent job activity to build audiences for marketing campaigns. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to [built-in reports](/roofing/docs/built-in-reports-home). ## Things to know - Each line of the report represents a pricebook item added to an invoice. For example, an invoice with four line items fills four lines in the report. - Non-job invoices include membership billing, Progress Billing, point-of-sale, and memberships sold from the office. - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Create an Invoice Items report Follow the steps to [create a custom report](/roofing/docs/create-custom-reports) based on the Invoice Items template and select the columns to include in your report. The Invoice Items template has these columns selected by default: - **Item Name**: Name of the item in your pricebook - **Item Code**: Code of the item in your pricebook - **Item GL Account Name**: General ledger (GL) account the item is mapped to - **Item GL Account Type**: Account type of the GL account the item is mapped to. Types can include: *income*, *expense*, *equity*, *asset*, and *liability*. - **Item Price**: Total price on the invoice for all quantities of the item - **Invoice Number**: Number of the invoice the item was added to You can customize the report by selecting additional columns from these sections: - **Technicians**: Names of technicians related to the job - **Invoice Item Details**: Item details including costs, quantities, GL account details, and more - **Invoice Basics**: Fields from the invoice the item was added to - **Invoice Totals**: Monetary values related to the invoice the item was used on including tax, totals, payments, and more - **Pricebook Details**: Pricebook details about the invoice item - **Equipment Details**: Warranty, model, manufacturer, and tag details if the item is equipment - **Commission Details**: Performance pay details related to the invoice item - **Customer Information**: Details from the customer profile - **Tags and Labels**: Any tags associated with the invoice item, including customer and location tags ## Run a report Before you run your report, set filters to focus your results: 1. Click the **Date Type** dropdown to select which date to filter by: 1. **Completion Date**: Date the job was completed 2. **Invoice Date**: Date of the invoice 3. **Creation Date**: Date the job record was created 4. **Scheduled Date**: Date the first appointment on the job was scheduled **Note:** *If you filter by* Completion Date *or* Scheduled Date*, only job and job-associated adjustment invoice items are included in report results. To report on non-job invoices and associated adjustment invoices, filter the report by* Invoice Date or Creation Date*.* ![Dropdown menu showing options for selecting different date types in a form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-i05660ii.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) 2. Click the **From - To** field to set date filters. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) - 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. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **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 today. - **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 today. - **Last Year:** From January 1 of the previous year to December 31. 1. Click the **Invoice Item Business Unit** dropdown to select the business units (BUs) of the invoice items you want to report on. By default, the report includes all BUs. You can filter your report by business units or business unit categories: 1. Click the dropdown to select individual BUs. ![Dropdown menu showing various HVAC business unit options for invoice items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-imnicagh.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) 2. To report on BU categories, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D)**, select the BU categories you want to include, and click **Filter**. ![Filter options for invoice items including business name, state, city, trade, and division.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-194xxpe9.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) 2. When you're finished setting filters, click **Run Report**. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/v1/docs/run-report#filter-and-arrange-a-report) for further customization. ## Calculate completed invoice item revenue You can group the report by invoice item to calculate completed revenue metrics for each item: 1. Click and drag the **Item Code** column header to the bar above the report results. The report automatically groups by item pricebook code. ![Quick video of columns being grouped by dragging column header to group area](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-j5oqjh54.gif?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) 2. In the *Item GL Account Type* column heading, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D). The *Filter* pop-up opens. 3. Click the first dropdown and select **Is one of**. 4. Click the next dropdown and select **Income** to filter for *income items*, which are invoice items that are mapped to an income GL account. Income items are used to calculate completed revenue. ![Filter options for GL account types including Income, Expense, and Liability selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-vvq9xsap.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) > [!NOTE] > **Note:** If the Income option is not available, there are no items in your report results that are mapped to an income GL account. 5. Click **Filter**. 6. Scroll to the bottom of any item group where you see several dropdown lists. 7. In the *Item Price* column, click the dropdown and select **[Sum]**. ![Table displaying item codes, names, invoice numbers, and prices for various products.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-5edo967e.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) 8. Click **Run Report** to calculate the sums of each item price. For every group, the bottom of the *Item Price* column displays how much was earned from each item. ![Invoice summary showing item prices and total amounts for various products.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-items-report-template-image-be9lxljr.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A51Z&se=2026-11-01T20%3A49%3A51Z&sr=c&sp=r&sig=ZUeNhu0lcNIFnFPADirooGPcfL0mID6kiEiRzHL9yG0%3D) ## ## Track deferred revenue by date range If you need to view Deferred revenue collected within a specific timeframe, the **Invoice Item report** is a reliable complement to the [Deferred Revenue report](/roofing/docs/deferred-revenue-report-in-reports-2-0-1). While the Deferred Revenue report filters from a single **AsOfDate** to the current date, the Invoice Item report allows you to isolate Deferred Revenue activity between two specific dates, making it possible to reconcile Deferred Revenue for any given period. ### Date range reconciliation When a recurring service event is dismissed, ServiceTitan still generates a zero-dollar invoice for Deferred Revenue recognition purposes. This invoice appears in the system with a *Pending* status. Because the Invoice Item report includes these pending invoices in its results, dismissed visits are captured alongside completed ones, giving you a complete picture of Deferred Revenue activity within your chosen date range. ### Steps to run the report 1. Follow the steps to [create a custom report](/roofing/docs/create-custom-reports) based on the Invoice Items template and select the columns to include in your report. 2. Set the **Date Type** filter to **Invoice Date** or **Creation Date** to include non-job invoices such as membership Recurring service events. 3. Use the **From – To** date fields to define your desired timeframe. 4. To capture dismissed recurring service event invoices, make sure the **Invoice Status** filter includes *Pending*. 5. Click **Run Report** to view results. > [!TIP] > **Tip:** Grouping the report by Item GL Account Type and filtering for your Deferred Revenue liability account can help you quickly isolate Deferred Revenue-related line items. ## Want to learn more? - See [Create and edit custom reports](/roofing/docs/edit-custom-reports) - See [Run, filter, and export reports](/roofing/docs/run-filter-and-export-reports) - See [Schedule reports](/roofing/docs/schedule-reports) Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end. **What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project. **Also called:** Milestone billing, Staged invoicing **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)