How to Create Invoice Reports

Who uses this: Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. Availability: All regions.

An invoice report pulls invoice data — due date, invoice creator, cost basis, profit margin, and commission — into one table from the Invoices tab in raw data reporting, over the date range you choose. That table is how you see what is owed and what a job actually earned.

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Overview

An invoice report answers one question about your billing at a time: which invoices match the conditions you care about, and what the numbers on them add up to. Common versions are an overdue invoice list, commission by team member, and a cost basis and profit margin check. Building an invoice report follows the same path as every other raw data report — set a date type and date range, choose the columns, set filters, then read the table. Invoice reporting is part of FieldPulse’s dashboards and reporting. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

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Video walkthrough

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Before you begin

• Create the invoices you want to report on. See How to Create an Invoice.
• Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.

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Set the date range

1. Select Reporting under the Management tab in the left-side menu.
2. Select the Invoices tab, then select Raw Data.
3. Choose the Date Type you want the report to run on. Each date type reports on a different invoice date:

   Date type	What it reports on
   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

4. Select the calendar icon and choose the start date range you want to report on.
5. Select Load Data.

The calendar offers these presets:

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Choose your columns

Select Columns to choose which invoice fields appear in the report table and the order they appear in. The invoice report includes these columns by default: The Customer and Job groups carry fields from the linked customer record and job record into the invoice report.

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Customer columns

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Job columns

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Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report. The Filters panel offers these invoice fields: #ID, Status, Customer, Invoice Title, Parent Job, Parent Job Status, Related Estimates, Invoice Total, Pre-Tax Subtotal, Cost Basis, Profit Margin, Profit Margin Percentage, Amount Paid, Amount Due, Invoiced Date, Due Date, Created Date, Invoice Notes, Internal Notes, Tags, Tax Rate, Tax, Invoice Creator, Commission Method, Commission %, Commission, First Payment Date, Last Payment Date, Related Project, Related Project Status, Location, and Custom Fields. Under Customer, the panel offers Customer Phone, Customer Email, Customer Phone 2, Customer Email 2, Customer Assigned To, Customer Lead Source, Customer Pipeline Status, Customer Next Steps, Customer Notes, Customer Job Notes, Customer Created Date, and Customer Tags. Under Job, it offers Status, Notes, Field Notes, Tags, and Assigned Team Members. Most fields filter by contents — you choose an operator and enter a value. These fields filter differently:

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Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

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Common invoice reports

Each of these reports is a column and filter combination. Customize the columns beyond the ones listed here to suit your business.

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Overdue invoices

Use this report to view all overdue invoices.

• Columns: must include Status and Due Date.
• Filters: Status = Partially Paid or Invoiced, and Due Date = Overdue.

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Commission by team member

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

• Columns: must include Invoice Creator and Commission. Including Commission Method and Commission % is also recommended.
• Filters: Status = Invoiced or Paid, depending on when you pay commission in your sales process.
• Group by: Invoice Creator. Drag the Invoice Creator column into Drag a column here to group your data above the table to group the invoices under each creator.

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Invoice cost basis and profit margin

Use this report to understand your cost basis and profit margin.

• Columns: must include Cost Basis and Profit Margin.
• Filters: Status = Invoiced or Paid.

Pull the same report on estimates and compare the two to see your predicted cost basis and profit margin against the actual result. See How to Create Estimate Reports.

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FAQs

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Can I save an invoice report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

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Can I export an invoice report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device. See How to Use Raw Data Reporting for the full export flow.

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Related articles

• How to Use Raw Data Reporting
• How to Create an Invoice
• How to Create Commission Reports
• How to Create Invoice Item Reports
• How to Create Payment Reports
• Setting Up Cost Basis and Invoice Profitability

Your invoice report is working when the table returns the invoices you expected for the date type and date range, shows the columns you selected, and narrows to the invoices you care about once your filters are applied.