Pending Invoice Report

Hello, and welcome to this training session.

In this video, we will be talking about the pending invoice report. To access it, go to the menu, click on Reports, and under FSM, select Due Cash or Check Invoice Report.

This pending invoice report provides detailed information, including the quotation number associated with the job number and the invoice number. It also displays the title, customer details, invoice and service dates, technician name, and invoice status. Next, you can see the invoice amount and whether it has been reconciled. If there are any tags associated with the invoice, those will be visible as well.

The report also shows payment details, action methods, the date and time the record was added, and several action buttons. These buttons allow you to view the invoice, check its history by clicking on the history icon, edit the record, delete it, add a new expense, reconcile the invoice, send an email, and check the expense list added against the invoice.

You can reconcile invoices by selecting them and clicking on the Reconcile Invoice button. A confirmation message will appear, asking if you want to reconcile the selected invoices. Clicking OK will reconcile them.

Additionally, you can add a new invoice or export the report to an Excel file or a PDF for future reference. The report can be filtered using various options, such as invoice code, title, due date, service date, customer, tag, order number, reconciliation status, last payment method, invoice status, and the invoice send option. Using these filters, you can refine the report to show only the relevant invoices. Clicking on the Search button will apply the filters.

Thank you for watching this training session. We hope this guide helps you efficiently use the Pending invoice report in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.