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 of 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 of 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 - Qhether 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 rather than the Invoice.