Invoice History Summary
This report will show a list of all posted invoices with totals for a date range.
Field | Description |
From/To date | Enter a date range for invoices to display on the report. |
Delivery location | If a delivery location is selected, only invoices with that delivery location will display. |
Company | If a company is selected, only invoices for that company will display. |
Customer | If a customer is selected, only invoices for that customer will display. |
Customer groups | If a customer group is selected, only invoices for that group will display. |
Invoice types | Select which types of invoices should display. |
Invoice status | This report can be run for all invoice statuses or choose from Not Paid, Fully Paid, Partially Paid, or Overpaid. |
Group by | Select how the data should be grouped on this report. |
Field | Description |
Invoice | This field will display the invoice id and batch number. |
PO Number | This field will display the PO number from the shipment. |
Date | This field will display the invoice batch date. |
Bill via | This field will display the bill via type for the invoiced customer. |
Status | This field will display payment statuses of Not Paid, Fully Paid, Partially Paid, or Overpaid. |
Customer | This field will display the customer that is being invoiced. |
Driver/Carrier | This field will display the driver or carrier of the load. |
From | This field will display the pickup city and state from the shipment. |
To | This field will display the delivery city from the shipment. |
Pickup | This field will display the pickup date from the shipment. |
Delivery | This field will display the delivery date for the shipment. |
Total | This field will display the total billable amount on the invoice. |