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The Job Invoices Report gives you a detailed view of the invoices generated from your jobs. It keeps job billing accurate, traceable, and visible to both operations and finance.
Use this report to:
Track invoices issued against specific jobs.
Review job billing details and descriptions.
Monitor revenue from completed or invoiced jobs.
Check the order references linked to jobs and customer requests.
Make sure every job invoice is captured accurately for reporting and reconciliation.
Getting There
To access the Job Invoices Report:
Open the Invoices module.
Select Job Invoices.
The report will display using the default criteria.
Select Apply Filters to refine the results.
Choose the required filters, then select Apply to update the report.
Available Filters and Their Impact
Use the available filters to refine the invoices displayed in the report:
Period: Filters the report by invoice date, showing only job invoices issued within the selected date range.
Use a shorter period for recent invoice tracking, or a longer one for financial reporting and analysis.
Invoice Number: Filters the report to show specific invoices.
Ideal when you're investigating or validating a particular invoice.
Job: Filters the report by the selected jobs.
Useful for reviewing billing for a specific job or set of jobs.
Order Ref: Filters the report by the order reference recorded against the job.
Helps you match invoices against customer purchase orders or internal references.
Column Breakdown and Key Fields
Each row in the report represents a job invoice.
Column Name | Description |
Invoice Number | The unique reference number assigned to the invoice |
Invoice Date | The date the invoice was issued |
Job No. | The unique job number associated with the invoice |
Description | The description or details of the job |
Order Reference | The purchase order or reference linked to the job |
Invoice Value Excl. VAT | The total invoice amount excluding VAT |
VAT | The total VAT amount applied to the invoice |
Invoice Value Incl. VAT | The total invoice amount including VAT |
The Invoice Value Excl. VAT, VAT, and Invoice Value Incl. VAT columns are taken directly from the invoice totals. This gives you an accurate picture of job billing.
The Job Invoices Report is an essential tool for tracking and managing job billing in Service Geeni.
With this report, you can:
Track all invoices generated from jobs.
Check job details and the billing linked to them.
Monitor revenue from service operations.
Cross-reference jobs, invoices, and order references.
Review this report regularly, especially during billing cycles, to make sure all job invoices are accurate, complete, and in line with the work carried out. Targeted filters help you isolate specific jobs or invoices, making reconciliation, reporting, and audits quicker.