Invoice Management Report (Coming Soon!)

The Invoice Management Report will be your essential report to track invoices & estimates that are pending, accepted and paid. 

To access the Invoice Management Report, go to Reports > Transactions Reports > Invoice Management Report.

Invoices / Estimates Tabs - choose to search by Invoices or Estimates.

Date Drop Down - Toggle between searching by the Created Date or Due Date/Expiration Date to generate a list of Invoices or Estimates. 

Ticket # - Ticket Number assigned to the Invoice or Estimate hyperlinked to view.

Client Name - The Client assigned to the Invoice or Estimate

Appointment Date / Time (Invoice Tab Only) - If you use the Find Appt feature from Checkout when the minimum amount due is paid, when you book the appointment the date and time will appear here and is hyperlinked to the appointment detail page. 

Created Date - The date the estimate was created or the invoice was created/accepted.

Due Date / Expiration Date - The due date or expiration date assigned to the invoice or estimate. 

Min Amount Due - The minimum amount due assigned to the invoice or estimate, this is traditionally the amount required to book an appointment or start the service. 

Paid to Date (Invoice Tab Only)  - The amount of payments made on the Invoice

Ticket Total - The Display Price value of the ticket. 

Balance Due (Invoice Tab Only) - The remaining amount due on the invoice. 

Link Icon - Opens the Invoice or Estimate sent to the client in a new tab.