Invoice Breakdown by Job Type report

Firm - View Cashflow and Revenue Information

You can use this report to access a breakdown of the invoiced amount by job type for a selected period. It also provides the total of non-job related items, this row will include the simple line, discounts and credit notes added via invoicing features, which can assist you in reconciling the figures back to the Accounts Receivable Control report.

You can filter the information generated in the report by contact partner, contact manager, job partner, job manager and time period. If you have multiple billing entities, you can filter the report to view information for an individual entity.. If you have set up custom groups and filters for your firm, you can also filter the report by job-related firm groups, for example, by job location and job division. The header of the report reflects any filter selections you make. Click here to learn more about using reports.