This report shows Services sold by Sales Rep. Data on this report appears only after a payment is applied to the invoice. You can filter this report by date range, Sales Rep, or Service.
The columns in this report are as follows:
- Invoice Date - the date on the Invoice
- Date Paid - the date the Payment was applied to the Invoice
- Invoice # - the Invoice number
- Client - the name on the client Account
- Service - the Service on the Invoice
- Class - the class on the Service on the Invoice
- Amount - the line item amount on the Invoice
- Sales Rep - the Sales Rep on the Master Job record
- Is Contract - whether the Visit is billed to an Installment Plan
This report does not include tax in any amount. Discounts will only be included if they were added to a Service from the Master Job, not to the Invoice itself.