Invoice Analysis Report

By |2021-07-28T14:11:07-05:00March 23rd, 2018|Comments Off on Invoice Analysis Report

Introduction

The Invoice Analysis Report shows profit on an invoice by comparing the invoiced amount to costs associated with that invoice.

Form Access

  • From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

Report Options

Date Filtering

  • Date Filter – Tick this checkbox to enable date-driven filtering.
  • Date Range – Select from a variety of common date ranges from which to filter.
  • From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.

Additional Filtering

  • Customer:Job – Used to filter the report by a particular customer or job.
  • Customer Type – Used to filter the report by a particular customer type.
  • Marketing Type – Used to filter the report by a particular marketing type.
  • Assigned Technician – Used to filter the report by a particular technician.
  • Foreman – Used to filter the report by a particular foreman.

Additional Report Options

  • Include These Types – Tick at least one checkbox (Invoices, Sales, Credits) in which to have the report display.
  • Show Details – Tick this checkbox to have the report display transaction details.

Related Content

Customer Type List

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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