The Invoices Report provides a comprehensive view of all invoices related to a specific Job Project. This report is essential for monitoring billing activities and ensuring all invoices are accounted for. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Reports and then select the Invoices item. SapphireOne will display the Invoice Reports print dialog screen, ready for data entry.
- Report Criteria – Select as follows:
- Share Destination Menu – Choose from: Printer, Email, Custom Report or Quick Report.
- Report Type Menu – Select one of the 11 items: Plain Paper through to Discontinued Inventory.
- Report Details Menu – Choose from 6 items: by ID through to by Sequence N°
- Report Selection Menu – This is a critical field. Use the drop-down menu to select either Standard Selection or Include Printed.
- Additional Filtering options –Two drop-down menus are available to apply further filtering. These allow the user to specify whether to include or exclude certain items from the report.
- Options Button – This button or menu is not used for this report.
- Processing – Click the Process button to print or generate the report based on your selected criteria.
For more detailed instructions, please refer to the Job Projects > Job Projects > Invoices Report article.