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 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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