Invoices

Overview

Invoices report obtaina summarized invoicing information.
This report can be made only by Admin user, and is meant to be viewed on a big screen(computer).

Incoices - Desktop view
  1. Type shows type of the report. Types can be:
    • PARTS - shows taxes only on supplied parts and their markup, with State Tax applied to them. Suitable when calculating State taxes.
    • IRS - shows all taxes. Suitable when calculating yearly IRS taxes.
  2. Created shows date/time when report have been created.
  3. From shows date/time for begin of report period.
  4. To shows date/time for end of report period.
  5. Name name given to the report.
  6. Total total of all items from invoices included in the report.
  7. Pagination of the report list. You can select how many reports to see at once, and going to Next/Previous result page.
  8. Filter opens a dialog for selecting specific reports.
  9. Add new report to the system.

Filter

Incoices - Filter
  1. TYPE of the Invoice Report to be filtered. You can select none or many options at once.
  2. RESET will clear all filters, and will show the default report list.
  3. X will close filter dialog.

Invoice

Incoice - Desktop view
  1. Details shows additional information about the invoices being included in the report. Click to open.

  2. OPEN the printed report in browser window.

  3. PRINT the report on a printer.

  4. DOWNLOAD the report in PDF format on your device.

Invoice Info

Incoice - Info Pane
  1. Name of the report.
  2. Date when report have been created.
  3. Start Date selects report begin period date.
  4. End Date selects report end period date.
  5. Type of the report being created.
  6. State of the invoices included in the report. For example you may wish to get all Unpaid or Invalid invoices in given period.
  7. MAKE REPORT button to generate the report.

Invoice Report

Incoice - Report Pane
  1. Insurer division of invoices included in the report.
  2. Client Total shows amount paid for Client or COD invoices.
  3. Insurer Total shows amount paid for Insurer invoices.
  4. Income shows total sum of Client Total + Insurer Total.
  5. Profit shows profit made on invoices. See Details on how Profit is calculated.
  6. TOTAL shows columns for all insurers summed.

Invoice Details

Incoice - Details Pane
  1. Calculation shows how exactly report is being calculated. Here is summary:
    ServiceFees + Deposit + LaborFees + Part Supply Fees + Part Markup Fees + Part Taxes-Debit = Income
    Income - Part Supply Fees - Part Taxes = Profit
  2. Insurer division of invoices included in the report.
  3. Invoices count that have been included in the report.
  4. Service Fees that have been collected for invoices.
  5. Deposits that have been collected for invoices.
  6. Labor Fees that have been collected for invoices.
  7. Part Supply Fees charged for parts included for invoices.
  8. Part Markup Fees charged for parts included for invoices.
  9. Part Taxes paid for parts included for invoices.
  10. Debit that has been collected and needed reconciliation with the Insurer. Example: any ServiceFees collected upfront, will need to be subsctracted from the final total of the service.
  11. Income that have been generated from invoices.
  12. Profit that have been made from invoices. (Before paying any taxes on profit)
  13. Discounts given for invoices.
  14. TOTAL shows columns for all insurers summed.