Reports

Receipt Invoice Revenue Report

Overview: 

Identify the amount of revenue associated with client invoices than have been receipted (paid by clients) for a selected period

Steps: 

Starting from the main screen

1.     Navigate to ACCOUNTING > Receivables > Receivables Reports

Knowledge Base Template (1)-Mar-03-2023-04-51-32-6988-PM

2.     Select Receipt Invoice Revenue Report

Large Knowledge Base Template  (11)-Mar-03-2023-05-04-50-4447-PM

The purpose of this report is for you to identify the amount of revenue associated with client invoices that have been receipted (paid by clients) for a selected period.

For example – your agency has received $500,000 from clients this month, but you would like to know how much of that $500,000 relates to fees/revenue compared to how much relates to pass through/external costs. This report shows you, for each invoice the clients have paid in the report period, how much of those invoices were for revenue, and how much of them were for external costs.