Part 4 — Report Details · Chapter 4.5
Invoice Amounts by Customer
This chapter explains the Invoice Amounts by Customer report. The rules every report shares are in chapter 4.1.
What it shows
How much each customer was invoiced in each month, quarter or year. The columns stack, so each customer is a slice of the period’s total.
What you need to do to make it work
- Approve each invoice. An invoice counts once its status is Approved, Sent or Send Failure. A Draft or Open invoice does not count yet.
- Give each invoice its Invoice Date. The date puts the invoice in a month. An invoice with no date does not count. Check the date when you approve an invoice for work done last month, so it lands in the right month.
- Map your cancelled statuses to Cancelled in Reports > Setup > Milestone Mapping, so invoices on cancelled work drop out (chapter 4.1).
Where the data comes from
The same invoices as Invoice Amounts.
How it is worked out
The figure is the sum of the subtotals of each customer’s invoices in the period. The customer is the work order’s customer, not a customer named on the invoice. The title says how many customers it found in the range.
What counts
The same rules as Invoice Amounts.
Which date puts it in a period
The Invoice Date, as for Invoice Amounts.
Who can see it
The same people as Invoice Amounts.
Options
- Show Top keeps the customers invoiced the most over the whole range.
- Min Range and Max Range test each customer’s total over the whole range, in dollars.
- Show trend draws an average line, as for Work Order Counts.