Invoices Overview Report

Introduction

The Invoices Overview report provides a comprehensive overview of the following financial transaction documents within a specific time frame:

Also available is detailed information on the Membership and One-off Fees you've Invoiced.

Report Views

The following reports are included by default:

overview 1.png

To filter the information in the report based on the transaction document type, use the Document Type filter. To change the time period of the reports, use the Invoice Issue Date filter. Learn more about the other filters available in the report.

Overview Tab

The most important widget in the Overview Tab is the Invoiced Amounts widget. It shows the total invoiced amounts for each invoice period as broken down by Invoice Status

inv amount.png

The Customers Ranked by Due Amount widget shows all customers ranked by the amount they owe you. You can zoom in a specific subset of customers using the scroller on the left-hand side of the bar chart. You can also click on a row of choice to view the data for the particular customer.

due amount.png

You can filter this chart to show the customers and the amounts they awe you in a specific aging bucket, if you use the Aging Bucket filter. You can learn more about filters later in the article.

By Revenue Account Tab

Here,  you will find 3 reports. Each one shows the invoiced amounts (from invoices, credit notes and overpayments) for each of your locations grouped by a revenue account.

revenue acc 1.png

The invoiced amount is broken down to show you:

  • Invoiced Amount - the invoiced amount without taxes
  • Invoiced TAX - the tax applied on the invoiced amount
  • Invoiced Total - the total invoiced amount, including taxes
  • Due Total - the invoiced amount that is still due, including taxes

The 3 reports available in the tab are:

  • Invoiced Amounts by Revenue Account and Invoice Period - this report shows the invoiced amounts, grouped by a revenue account and summarized by the end of the invoice period.
  • Invoiced Amounts by Revenue Account and Invoice Issue Date - this report shows the invoiced amounts, grouped by a revenue account and summarized by the invoice issue date.
  • Invoiced Amounts by Revenue Account and Invoice Due Date - this report shows the invoiced amounts, grouped by a revenue account and summarized by the invoice due date.

By Customer Tab

Here, you will find 3 reports. Each one shows the invoiced amounts (from invoices, credit notes and overpayments) for each of your locations grouped by customer. The invoiced amount is broken down to show you:
  • Invoiced Amount - the invoiced amount without taxes
  • Invoiced TAX - the tax applied on the invoiced amount
  • Invoiced Total - the total invoiced amount, including taxes
  • Due Total - the invoiced amount that is still due, including taxes
invoiced amounts.png
The 3 reports available in the tab are:
  • Invoiced Amounts by Customer and Invoice Period - this report shows the invoiced amounts, grouped by customer and summarized by the end of the invoice period.
  • Invoiced Amounts by Customer and Invoice Issue Date - this report shows the invoiced amounts, grouped by customer and summarized by the invoice, credit note or overpayment issue date.
  • Invoiced Amounts by Customer and Invoice Due Date - this report shows the invoiced amounts, grouped by customer and summarized by the invoice due date.

By Invoice Tab

This tab shows a detailed list of Invoices you've issued for each customer, with their respective total invoiced amounts and what's still due.

inv perod.png

Filtering

You can filter the data in each tab by:

  • Invoice Location
  • Revenue Account
  • Customer Status
  • Customer Name
  • Document Type (invoices, credit notes, overpayments)
  • Payment Default Method
  • Invoice Status
  • Aging Bucket

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Tips For Using Date Filters

All date filters work for invoices, but only the Invoice issue date filter works for overpayments and credit notes. That's because the latter have no period or due date to filter by. A disclaimer is present to hopefully help users understand these specifics.

We also recommend using only a single filter when filtering invoices to prevent screen clutter.

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