The Invoices Report is your reporting and analysis view for invoice data. It provides a summarized view of all invoices, along with filter options, searchable rows, customizable columns, and totals and averages to help you review performance and gain useful business insights.

In this article:

Navigate the Invoices Report

Reports > Sales and Payments > Invoices Report

Invoice Reports Filters

*Date Range*	Choose between Today, Yesterday, Tomorrow, Last 7 Days, Last 30 Days, This Month, Last Month, Year To Date, or Custom Range. The date range selects only Jobs that fall between those dates to calculate the totals.
*Visit Stages*	Select one or multiple Job Stages (e.g. Active, Approved, Completed). If None are selected, all will be included in the Report.
*Operation*	Operation or service name (e.g. maintenance, design/build, tree service, etc.) If none are selected, all will be included in the Report.
*Client*	Type in one or more existing Client name(s). If None are selected, all will be included in the Report.
*Invoice Type*	Per Visit: Invoices sent per visit. Fixed: Invoices sent on a fixed schedule. Combined: Multiple Invoices from one recurring job or a combination of invoices from different jobs. Progress: Progress Billing - one-off Jobs billed based on completed work.
*Invoice Status*	When using this report, remember to Filter by status. Unlike the Invoices Page, this report will display everything together by default. Open: Invoice is currently Open Paid: Invoice has been paid in full Synced vs. Unsynced: Invoice has been synced or not synced to QuickBooks Sent vs. Unsent: Invoice has been sent or unsent to customer On Hold: Job is On Hold

Search Invoices Report

Search this report based on Client's Name, Job Name, Operation, User's Name, Reference Number for the Job, Visit, Invoice or Payment, etc.

Summary Data for Business Insight (Premier Tier Only)

Summary Data for Business Insights enables you to take all of the information in a report and summarize it to develop powerful insights into your business.

Invoices Reports Columns

Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.

Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.

*Ref #*	Invoice number
*Name*	Invoice name
*Client*	Client's name, which links to their SingleOps profile.
*Operation*	Invoice level operation or service name (e.g. maintenance, design/build, tree service, etc.)
*Invoice Type*	Per Visit, Fixed, Combined Invoice, etc.
*Invoice Total*	The invoice total in dollar amount
*Balance*	Invoice Total - Payments = Balance
*Sales Rep(s)*	Sales Representative associated to that Job
*Invoice Date*	Invoice date
*First Sent / Last Sent*	The date the invoice was first sent and last sent will display in separate columns (yyyy-mm-dd)
*Event Name*	Status indicating if the Invoice has been sent. Follow the link to Statuses & Their Descriptions for more information on each status type.
*Date Paid*	The date the Invoice was paid (yyyy-mm-dd)
*Synced to QuickBooks*	❌ = a red X will display if the Invoice is not synced to QuickBooks ✅ = a green checkmark will display if the Invoice is synced to QuickBooks
*On Hold*	❌ = a red X will appear if the job is not currently On Hold ✅ = a green checkmark will display if the Job is currently On Hold
*Actions*	Shortcut buttons that link to: *Email* - start an Invoice email to send to the customer. *Job* - open the Job information in a new tab. *Public Document Links* - allows a user to access and download a PDF copy of the invoice or access and view the Present Invoice as it appears on the client portal. Delete - delete Invoice
*Job City*	The city name where the Job is taking/took place.
*Job Zip Code*	Regional postal code based off the Job's geographical location.
*CUSTOM INPUTS*	All Client, Job & Visit Custom Inputs will appear here.

Invoice Reports Total / Average

At the bottom of the page, totaled amounts for two columns can be found

Invoice Total
Balance

Additionally, the average of the summed columns is also displayed. This is calculated by the ( Total / Number of Invoices ) displaying.

💡 These Totals reflect the sum of the displayed Invoices on this page only, not the entirety of your report. The page can display up to 100 entries. If need to view the full report at once, including the combined total of all invoices in the Invoice Total column and the Total Open Balance across all invoices, you can export the report as a CSV from the top of the page.

Invoices Report ✔