Use this report to review invoices (for the month, or other time period). You can sort the report in various ways, such as by billing manager.
Principal in charge
From the Reports menu, click Client > Client Invoice Register .
Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.
Principal in Charge
The report contains information for all projects, clients, billing managers, project managers, principals in charge and billing contacts with invoices for the period selected unless you select a specific one in these fields.
The report contains information for the current month unless you select a different date in this field.
After changing report options, click (Refresh).
You can change the title of the report.
Sorts the report by client, project, billing manager, project manager, principal in charge, project type, client type, and department. If you use multi-company, you can also sort by company.
Uses either the invoice or accounting date. If the basis is by invoice date, the report includes all invoices (final and draft) with an invoice date for the period selected.
Include finance charges
Includes finance charges in the amounts on this report.
If selected, you can drill down to further detail on the report. If cleared, all information, including the lowest level of detail, prints on the report.
Print contact information
If selected, it prints the billing contact's phone number and email address, as entered for the phase.
Print customize options on report
If selected, it prints a list of the options that you select.
As finance charge amounts apply only to the invoice total, they are not included in other amounts on the report.
Billing Manager/ Client/Project / Invoice
The billing manager, client, project, and invoice
The date of the invoice
The accounting date associated with the invoice when it is Final. This date determines when the information appears on financial statements.
The billing type
The total amount of the invoice
The total amount of the invoice identified as labor, including adjustments
The total amount of the invoice identified as expenses, including adjustments
The total amount of the invoice identified as consultants, including adjustments
The amount of any adjustments made to the invoice
Sales Tax Amount
The amount of sales tax applied to the invoice
The amount of prepayments applied to the invoice in Manage > Client Invoices. This amount does not include prepayments that are applied in Manage > Client Receipts.
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