Dashboard Report - Open Invoices

Click on an individual bar to view a report of all invoices that fall within the criteria (listed above). 

OR 

Click 'View All' for a report of all past due, due, and unsent invoices.

Open Invoice Report

1. Invoice ID: invoice number
2. Customer: name of customer (parent-child setup will show child name) 
3. Job tech: name of one dispatched employee (will choose based on employee list order)
4. Due amount: amount that has not been paid
5. Job finished: date 'Finished' was clicked on the job
6. Invoice last sent: most recent date the invoice was sent to the customer
7. Due date: based on invoice sent date & due date terms
8. Terms: invoice due date setting (learn how to change your invoice due date)
9. Notes: private job notes 
10. Address: the job service address 

Hover over an invoice row to:

• Expand the row to view all job notes
• Send the invoice to the customer
• Delete the job completely (not just from the report)

To filter the report:

• Click 'Status' 
• Check the boxes you'd like to include
• Click 'Apply' to see changes