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The Billings List report displays Tax Invoices, Client Credit notes and Cost Variance statements in list format. This report is used to review billings to the client or view billings exported and compare/balance them to records in the accounting package. This report is mainly used by Finance users.


This section will focus on the:


Billing List report


  1. To view this report, navigate to Reports and search for the Billing List report.
  2. Select the report and apply filters

Report columns explained:


Column nameExplanation
1

No 

Invoice number
2

Billed 

Date Invoice was billed
3JobJob number
4Client Client name
5CategoryJob Category 
6Description Combination of the Product and Job Element
7Est Cost BilledCost portion of Tax Invoice
8Margin Margin made on Mark up
9Total Excl. Total Invoice/Credit Note amount excluding tax
10TaxTotal tax amount from Tax Invoice/Credit Note
11Total Incl.Total Invoice/Credit Note amount including tax
12Exported Date exported to the accounting package
13Paid Amount paid by Client


Similar Reports

 Billing List by Client

The Billing List by Client is grouped by client name and it consists of the same data as the Billing List report.