History for "User Invoices"

APPLIES TO: Coworking, Workplace

This report gives an overview of daily revenues and a list of invoices and line items. This is not an accounting report and should not be used for reconciliation as some line items may be accounted for in the wrong month (e.g. an invoice paid in June that was refunded in July would be accounted for entirely in June). For proper reconciliation, please refer to the Ledger Export, Revenue Report, and Reconciliation Report.

Navigate to Reports > User Invoices

What's included in this report:

• A comparison of revenue (based on invoices) of the selected period to the prior corresponding period

• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Next to each invoice, click Download to display a PDF of the invoice or Manage to carry out more actions on the invoice
  • More info on managing invoices.

APPLIES TO: Coworking, Workplace

This report gives an overview of daily revenues and a list of invoices and line items. This is not an accounting report and should not be used for reconciliation as some line items may be accounted for in the wrong month (e.g. an invoice paid in June that was refunded in July would be accounted for entirely in June). For proper reconciliation, please refer to the Ledger Export, Revenue Report and Reconciliation Report.

Navigate to Reports > User Invoices

What's included in this report:

• A comparison of revenue (based on invoices) of the selected period to the prior corresponding period

• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Next to each invoice, click Download to display a PDF of the invoice or Manage to carry out more actions on the invoice
  • More info on managing invoices.

This report gives an overview of daily revenues and a list of invoices and line items. This is not an accounting report and should not be used for reconciliation as some line items may be accounted for in the wrong month (e.g. an invoice paid in June that was refunded in July would be accounted for entirely in June). For proper reconciliation, please refer to the Ledger Export, Revenue Report and Reconciliation Report.

Navigate to Reports > User Invoices

What's included in this report is:

• KPI's (key performance indicators):
  • Revenue by type graph (You can find that more in detail in the Revenue report.)
  • Revenue comparison of current and last month (line graph)
  • Net $ / Expenses graph
  • Total transactions (amount)
  • Comparison to the previous month (percentage - up or down)
  • Estimated total at the end of the month (amount)
    
    
• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Click Download to display a PDF of individual invoices.
  • More info on managing invoices.
• A comparison of revenue (based on invoices) of the selected period to the prior corresponding period

ER 3.9.21

• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Next to each invoice, click Download to display a PDF of the invoice or Manage to carry out more actions on the invoice
  • More info on managing invoices.

Navigate to Reports > UserMember Invoices

What's included in this report is:

• KPI's (key performance indicators):
  • Revenue by type graph (You can find that more in detail in the Revenue report.)
  • Revenue comparison of current and last month (line graph)
  • Net $ / Expenses graph
  • Total transactions (amount)
  • Comparison to the previous month (percentage - up or down)
  • Estimated total at the end of the month (amount)
    
    
• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Click Download to display a PDF of individual invoices.
  • More info on managing invoices.

ER 3.9.21

Navigate to Reports > Member Invoices

What's included in this report is:

• KPI's (key performance indicators):
  • Revenue by type graph (You can find that more in detail in the Revenue report.)
  • Revenue comparison of current and last month (line graph)
  • Net $ / Expenses graph
  • Total transactions (amount)
  • Comparison to the previous month (percentage - up or down)
  • Estimated total at the end of the month (amount)
    
    
• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Click Download to display a PDF of individual invoices.
  • More info on managing invoices.

ER 3.9.21

Keywords, phrases, platform functions:
Invoices, reports, member invoices, graphs, expenses, estimated total

Navigate to Reports > Member Invoices

What's included in this report is:

• KPI's (key performance indicators):
  • Revenue by type graph (You can find that more in detail in the Revenue report.)
  • Revenue comparison of current and last month (line graph)
  • Net $ / Expenses graph
  • Total transactions (amount)
  • Comparison to the previous month (percentage - up or down)
  • Estimated total at the end of the month (amount)
    
    
• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed
  • Click Download to display a PDF of individual invoices.
  • More info on managing invoices.
• More info on managing invoices.

ER 3.9.21

Keywords, phrases, platform functions:
Invoices, reports, member invoices, graphs, expenses, estimated total