Let's discover what this report does!
The Invoicing To Date Report provides a detailed overview of all invoices issued within a selected period.
It enables finance teams to:
Track revenue by branch, customer, and invoice type.
Monitor outstanding invoices and ensure timely reconciliation.
Identify trends in invoicing across different categories.
Support financial planning and reporting by providing visibility into billed amounts.
This report is essential for maintaining accurate financial records and analysing invoice performance across branches and customers.
Getting There
To access the Invoicing To Date Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Finance category.
Click the Invoicing To Date module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which invoices are displayed:
Branch: Filters the report by the branch selected in the main Service Geeni interface.
Tip: Focus on invoicing for a single branch or consolidate all branches for group level analysis.
Period: Filters invoices based on their creation date. Only invoices within the selected period are displayed.
Tip: Review historical invoicing activity or monitor current revenue.
Customer Account: Filters the report by customer account. Only invoices linked to the selected customer or customers are displayed.
Tip: Analyse invoice activity per customer or identify key revenue generating accounts.
Type: Filters the report by invoice category, for example Hire Contract Invoice, Service Contract Invoice, Job Invoice, or Equipment Deal Invoice.
Tip: Analyse revenue by invoice type or reconcile specific invoice categories.
Column Breakdown and Key Fields
The report results are shown in a graph to give you a better visual overview.
The table breaks the report down.
Column Name | Description |
Branch | Branch description of the invoice. |
Invoice No. | Unique, auto-generated invoice number. |
Invoice Date | Date the invoice was raised. |
Invoice Category | Invoice type/category. |
Our Ref. | Reference associated with the invoice type (e.g., hire contract number, sales order number). |
Customer No. | Customer account number linked to the invoice. |
Customer Name | Customer account name. |
Customer Ref. | Customer reference number associated with the invoice. |
Invoice Value | Total amount of the invoice (negative for credit invoices). |
Insight: Regularly reviewing the Invoicing To Date report helps teams track revenue trends, identify overdue invoices, and reconcile any discrepancies in billing across branches, customers, or invoice types.
The Invoicing To Date Report is a vital tool for financial oversight in Service Geeni. By leveraging this report, teams can: