Invoice Journal

Introduction

The Invoice Journal shows a breakdown of all invoice details (amounts), payments received, and current balances for invoices generated during a particular period of time.

Topics 

  • How to Access Report
  • Report Details

How to Access Report

  • Step 1: Go to Reports
  • Step 2: Click on the Billing section
  • Step 3: Click Invoice Journal


Report Details

  • Step 1: Select report parameters
  • Step 2: To view/refresh report on screen, click View
  • Step 3: To download report, select your download Option, Excel or PDF, and click Download

Important Notes:

  • Selection dates are used to find invoices issued in that date range. For those invoices found, all details are pulled (not just in the selected date range)
  • All payments and writeoffs are included
  • The ‘Other’ Column: Includes Late Fees and Finance Charges
  • The Soft Cost column: Includes soft cost expenses and overhead charges

Updated on May 31, 2018

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