Reports

The REPORTS tab shows a list of all system generated reports.

Tax Report: Opens a window allowing you to search any date range for any invoice created.

You can view the line item, showing, List Price, Value, Tax Rate, Tax, Invoiced Value.

Monthly Accounting History. Opens a window allowing you to search any Date Range, to view Accounting History for all services performed. Showing Taxes, List, and Net Price Totals, by the month.

The Outstanding Balance Summary shows active and inactive customer’s running balances. Listed in descending order, by the customer with the highest balance.

The Outstanding Balance DETAIL report shows a complete list of customers with running balances and totals due. If you click on the customer row, you will see if any overdue payment email reminders have been sent, (ALL time-stamped and dated,).

The COLLECTIONS tab shows a list of work orders you sent there, due to non-payment. If the outstanding balance is paid while a work order is in collections, the work order will automatically be released for diver assignment.

PAST INVOICE DATABASE shows a complete history of every invoice ever created by the system. Each invoice, listed by invoice number, can be downloaded using the link.

The LIST OF INVOICES tab searches by DATE RANGE to display a MONTHLY INVOICE REPORT for the months you have selected. You can use the icons at the top of the page to PRINT, EMAIL and PDF/copy the MONTHLY INVOICE REPORT.