Dashboard Report - Open Invoices
Dashboard Report - Open Invoices
Written by Abbey W.
Updated over a week ago
- Invoice ID: invoice number
- Customer: name of customer (parent-child setup will show child name)
- Job tech: name of one dispatched employee (will choose based on employee list order)
- Due amount: amount that has not been paid
- Job finished: date 'Finished' was clicked on the job
- Invoice last sent: most recent date the invoice was sent to the customer
- Due date: based on invoice sent date & due date terms
- Terms: invoice due date setting (learn how to change your invoice due date)
- Notes: private job notes
- Address: the job service address
- Expand the row to view all job notes
- Send the invoice to the customer
- Delete the job completely (not just from the report)
- Click 'Status'
- Check the boxes you'd like to include
- Click 'Apply' to see changes