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Invoices by Employee
A
Written by Allie Ray
Updated over 2 years ago

The Invoices by Employee report shows invoices grouped by employees that are assigned to invoice services.

Required Subscriptions:

  • Feature: InvoicesByEmployeeReport

To generate the Invoices by Employee report, in the Search pane, enter the appropriate filter settings, and then click Find.

  • Area allows searching invoices with services assigned to employees from a particular area.

  • Team allows searching invoices with services assigned to employees from a particular team.

  • Employee allows searching invoices with services assigned to a particular employee.

  • Customer Type allows searching invoices created either for retail or wholesale customers.

  • Customer allows searching invoices created for a particular client.

  • Timeframe allows searching invoices created within a particular period.

The Invoices by Employee report includes the following columns:

  • Invoice # lets you click the link to show invoice printout.

  • Customer

  • Date shows the date when the invoice was created.

  • PO #

  • Gross ($) shows invoice amount with surcharges (if any).

  • Net ($) shows invoice amount with surcharges (if any) and discounts (if any).

Tips

  • Click the Export icon on the toolbar to export the report to PDF, MS Word, MS Excel, CSV, or TIFF file.

  • Click the Next Page icon on the toolbar to show the next page of the report.

  • Click the Previous Page icon on the toolbar to show the previous page of the report.

  • Click the Last Page icon on the toolbar to show the last page of the report

  • Click the First Page icon on the toolbar to show the first page of the report.

  • Click the Back icon on the toolbar to return to the main report if you clicked a link in the report to view subsets of the report data.

To see the printout of a particular invoice click the appropriate link in the Invoice # column.

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