Invoice Income Summary Report

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

To run the report:

1. Go to Reports > View Reports.
2. Click Sales > Income Invoice Summary.
3. Select the required filters and click Search.

The report contains the following filters:

Company	Select which company to report on in multi-company builds only.
Date Issued	Select a date range for the Date Issued on the invoice.
Customer	Search for a specific customer or contract to display invoices for that customer or contract.
Site	Search for a specific site to display invoices for that site.
Business Groups	Select a business group to view invoices for all cost centres belonging to that group.
Cost Centre	Select to filter for specific cost centres.
Customer Group	Select a customer group to view invoices for all customer belonging to that group.
Customer Profile	Select a customer profile to view invoices for all customers with that profile.
Salesperson	Filter by a specific salesperson.
Project Manager	Filter by a specific project manager.
Invoice No.	Search for a specific invoice number to view that invoice.
Job No.	Search for a specific job number to view invoices for that job.
Order No.	Search for a specific Order Number to view invoices for that number.
Job Name	Search for a specific Job Name to view invoices for that job.
Income Account	Select to filter for specific income accounts.

The report displays the following information:

Invoice No.	Click to open the invoice.
Job No.	Click to open the job. Consolidated invoiced jobs are separated with a comma.
Job Name	Displays the job name.
Order No.	Displays the order number from the invoice job.
Issue Date	Date the invoice was issued.
Customer	Displays the customer on the invoice. Click to open the customer card file.
Site	Displays the site on the invoice. Click to open the site card file.
Income Account	Displays the Income account selected on the invoiced items.
Sub-total ex GST	Total of income on the invoice associated with the Income Account - Ex Tax.
GST	Tax component of the invoiced value.
Total inc GST	Total of income on the invoice associated with the Income Account Inc Tax.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

1. Generate the report as required.
2. Click the icon in the top right, then click CSV.
3. View, print or save the CSV, as required.