Purpose of the Report
The Equipment Deal Invoices Report provides a detailed view of invoices generated from equipment deals within the system.
This report enables finance and sales teams to:
Track invoices issued for equipment deals.
Review deal references, including revisions where applicable.
Monitor revenue generated from equipment sales.
Validate invoice values, including VAT calculations.
Ensure all equipment deal transactions are accurately recorded and invoiced.
This report supports financial oversight and sales tracking, ensuring equipment deal billing is transparent and aligned with recorded transactions.
Getting There
To access the Equipment Deal Invoices Report in Service Geeni, follow these steps:
Open the Accounts module.
Click on the Equipment Deal Invoices sub-module.
The report will automatically generate and display the default dataset.
Click the Apply Filters button to modify the filter criteria.
Select the desired filters (explained below), then click the Apply button to regenerate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which invoices are displayed.
Period: Filters the report based on the invoice date.
Only equipment deal invoices issued within the selected date range are displayed.
Tip: Use shorter date ranges for recent invoice reviews or longer periods for sales and financial analysis.
Invoice Number: Filters the report to display specific invoice record(s).
Tip: Ideal for locating or validating a particular invoice.
Equipment Deal: Filters invoices associated with selected equipment deal record(s).
Tip: Useful for reviewing invoices tied to a specific deal or customer transaction.
Column Breakdown and Key Fields
Each row in the report represents an equipment deal invoice.
Column Name | Description |
Invoice Number | The unique reference number assigned to the invoice |
Invoice Date | The date the invoice was issued |
Deal Number | The reference number of the equipment deal (including revision if applicable) |
Invoice Value Excl. VAT | Total invoice amount excluding VAT |
VAT | Total VAT amount applied to the invoice |
Invoice Value Incl. VAT | Total invoice amount including VAT |
Insight: The Deal Number may include a revision suffix (e.g., “-1”, “-2”) when the equipment deal has been updated, ensuring accurate tracking of deal versions alongside their corresponding invoices.
The Equipment Deal Invoices Report is a key tool for tracking revenue generated from equipment sales within Service Geeni.
By using this report, teams can:
Monitor all invoices linked to equipment deals.
Verify deal references and associated invoice values.
Track VAT and total revenue for financial reporting.
Ensure alignment between sales transactions and invoicing records.
Regularly review this report, especially during financial reporting periods, to ensure all equipment deal invoices are accurate and complete.
Applying targeted filters will help isolate specific deals or invoices, improving efficiency in reconciliation, auditing, and sales performance analysis.