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.

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 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 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.
      

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.
     

   • 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.

3. 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.
      

   2. To report on BU categories, click Filter , select the BU categories you want to include, and click Filter.
      

4. When you're finished setting filters, click Run Report.

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.
   

2. In the Item GL Account Type column heading, click Filter  . 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.
   

   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].
   

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.

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. 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 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: 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

• See Run, filter, and export reports

• See Schedule reports