To print the Invoices Listing report, click on Reports in the shortcut menu, then click on Job Transaction Reports, then click Invoices.
The Invoices Listing report lists invoices that you created in the Create Invoices form for a specified range of dates, for one job, or for all jobs.
The Invoice listing report request form has the following prompts:
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Include All Jobs: |
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Check to include all jobs. This will enable the prompts below to allow you to select jobs to include by job type, status, or project. |
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Select the Job Type of jobs to view, or leave all Job Types unchecked to include jobs of all types. |
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Job Status: |
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Select the Status of jobs to view, or or leave all Status' unchecked to include jobs of all status'. |
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Select the Project of of jobs to view, or leave all Projects unchecked to include jobs of projects. |
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Date From: |
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Enter the date range from. |
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Date To: |
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Enter the date range to. |
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Show Item Detail: |
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Check to list invoice item details. |
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View button |
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Click View to view a print image of the report. This will display the report in the report viewer form. |
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Print button |
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Click Print to print the report. |
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Exit button |
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Click Exit to close the form. |
The Invoice listing report has the following columns:
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Date |
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The date of the invoice. |
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Item Amount |
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The item amount of the invoice (before sales tax). |
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Sales Tax |
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The sales tax amount of the invoice. |
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Invoice Amount |
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The amount of the invoice (including sales tax). |
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The amount of deposit applied to the invoice. |
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Payments Received |
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The total of payments received for the job. |
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Balance |
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The total payment balance (invoices - payments received). |