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Invoice Reports
Updated over a week ago

Use the Invoices tab to create reports based on invoice data including due date, invoice creator, profit margin, and more. Some common invoice reports include overdue invoices and commission by team member.


Create an Invoice Report

Date Range

Begin by selecting date type you'd like to use to generate the report.

  • Created Date: When the invoice was created

  • Invoiced Date: When the invoice was sent to the customer

  • Due Date: When the invoice was due

  • First Payment Date: When the customer made their first payment on the invoice

  • Last Payment Date: When the customer made their last payment on the invoice

Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.

  • Today: From 12:00 AM to the current time

  • Yesterday: Previous day from 12:00 AM to 11:59 PM

  • This Week: From Monday through Sunday of the current week

  • Last Week: Previous week

  • Last 7 Days: Previous seven days, including today

  • This Month: From the first of the current month to the current day

  • Last Month: Entire month before the current month

  • Last 30 Days: Previous 30 days, including today

  • Custom: Use the calendar to select start and end dates

Columns

Click on Columns

Select the columns to include in your report by clicking Columns. The invoice report includes these columns by default:

  • #ID: Invoice number

  • Status: Invoice status

  • Customer: Customer linked to the invoice

  • Invoice Title: Invoice title

  • Parent Job: Job linked to the invoice

  • Related Estimates: Record numbers for estimates linked to the invoice

  • Pre-Tax Subtotal: Total dollar amount on invoice before tax

  • Invoice Total: Total dollar amount on invoice

  • Cost Basis: Total costs associated with the invoice

  • Profit Margin: Invoice profit in dollars

  • Profit Margin Percentage: Invoice profit margin percentage

  • Amount Paid: Dollar amount paid on invoice

  • Amount Due: Dollar amount outstanding on invoice

  • Invoiced Date: Date and time the invoice was sent to the customer

  • Due Date: Date and time the invoice is due

  • Created Date: Date and time the invoice was created

  • Invoice Notes: Notes on invoice

  • Internal Notes: Internal notes on invoice

  • Tags: Tags on invoice

  • Tax Rate: Tax rate percentage on invoice

  • Tax: Dollar amount of tax on invoice

  • Invoice Creator: Author of the invoice

  • Commission Method: Method for commission on invoice

  • Commission %: Commission rate percentage

  • Commission: Dollar amount of commission on invoice

  • First Payment Date: Date of first customer payment on invoice

  • Last Payment Date: Date of last customer payment on invoice

  • Related Project: Project linked to the invoice

  • Location: Service location on the invoice

  • Custom Fields: User-created fields related to the invoice

  • Customer

    • Custom Fields: User-created fields related to the customer record

    • Customer Phone: Customer’s primary phone number

    • Customer Email: Customer’s primary email address

    • Customer Phone 2: Customer’s secondary phone number

    • Customer Email 2: Customer’s secondary email address

    • Customer Assigned To: User assigned to customer record

    • Customer Lead Source: Lead source on the customer record

    • Customer Pipeline Status: Customer’s custom sales pipeline status

    • Customer Next Steps: Next steps listed on custom sales pipeline

    • Customer Notes: Notes on customer record

    • Customer Job Notes: Job notes on customer record (automatically inserted onto job records)

    • Customer Created Date: Date and time the customer was added to FieldPulse

    • Customer Tags: Tags attached to the customer record

  • Job

    • Custom Fields: User-created fields related to the job record

    • Status: Status of linked job

    • Notes: Notes on job record

    • Field Notes: Notes left by assigned user(s) on the job

    • Tags: Tags attached to the job record

    • Assigned Team Members: Users assigned to the job

Filters

Click on Filters

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

  • #ID: filter by contents

  • Status: select status

  • Customer: filter by contents

  • Invoice Title: filter by contents

  • Parent Job: filter by contents

  • Related Estimates: filter by contents

  • Invoice Total: filter by contents

  • Pre-Tax Subtotal: filter by contents

  • Cost Basis: filter by contents

  • Profit Margin: filter by contents

  • Profit Margin Percentage: filter by contents

  • Amount Paid: filter by contents

  • Amount Due: filter by contents

  • Invoiced Date: filter by date

  • Due Date: filter by date

  • Created Date: filter by date

  • Invoice Notes: filter by contents

  • Internal Notes: filter by contents

  • Tags: select tag

  • Tax Rate: filter by contents

  • Tax: filter by contents

  • Invoice Creator: filter by contents

  • Commission Method: select method

  • Commission %: filter by contents

  • Commission: filter by contents

  • First Payment Date: filter by date

  • Last Payment Date: filter by date

  • Related Project: select project

  • Location: filter by contents

  • Customer

    • Customer Phone: select phone number

    • Customer Email: select email address

    • Customer Phone 2: select phone number

    • Customer Email 2: select email address

    • Customer Assigned To: filter by contents

    • Customer Lead Source: select lead source

    • Customer Pipeline Status: select status

    • Customer Next Steps: filter by contents

    • Customer Notes: filter by contents

    • Customer Job Notes: filter by contents

    • Customer Created Date: filter by contents

    • Customer Tags: filter by contents

  • Job

    • Status: select status

    • Notes: filter by contents

    • Field Notes: filter by contents

    • Tags: filter by contents

    • Assigned Team Members: filter by contents

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

Operator

Retrieves Data

Example

Data Retrieved

Equals

Equal to a specified value

Created By - Equals Tom Gause

For all records created by Tom Gause only

Not Equal

Different from a specified value

Tag - Not Equal to HVAC

For all records except those using the HVAC tag

Less Than

Lower than a specified value

#ID - Less than 1144

For all records below #1144

Less Than or Equal To

Lower than or equal to a specified value

Job Date/Time - Less than or equal to 12/13/2023

For jobs scheduled before or on 12/13/2023

Greater Than

Greater than a specified value

Job Duration - Greater than 60 minutes

For jobs in the In Progress status type for over 60 minutes

Greater Than or Equal To

Greater than or equal to a specified value

Job Date/Time - Greater than or equal to 1/1/2024

For jobs scheduled on or after 1/1/2024

In Range

Including and between two specified values

#ID - Between 1225 and 1236

For all estimate records with #IDs between 1225 and 1236

Starts With

Begins with a specified value

Title - Annual

For all job records beginning with Annual

Ends With

Ends with a specified value

Location - TX

For all job locations ending with TX

Blank

No values are in the field

Subtitle

For all job records with blank subtitles

Not Blank

Values in the field

Notes

For all job records with values in the notes field


Common Invoice Reports

Overdue Invoices

Use this report to view all overdue invoices.

Columns: Customize to your needs, but must include Status and Due Date

Filters: Status = Partially Paid or Invoiced, and Due Date = Overdue

Commission by Team Member

Use this report to view how much commission you need to pay each team member.

Columns: Customize to your needs, but must include Invoice Creator and Commission. (Note: We recommend to also include Commission Method and Commission %.)

Filters: Status = Invoiced or Paid (Note: this will depend on when you pay commission in your sales process)

Group by: Invoice Creator

Invoice Cost Basis & Profit Margin

Use this report to better understand your cost basis and profit margin. Take the report to the next level by pulling the same report with estimates and comparing your predicted vs. actual cost basis and profit margin.

Columns: Customize to your needs, but must include Cost Basis and Profit Margin.

Filters: Status = Invoiced or Paid


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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