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
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
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
