Reports listed in the category are typically those related to Client Invoice records.
Account Statement
Displays a list of Client Invoice Line Items and Payments in a running display format.
- Pro/Elite Users: Created using the Form Designer tool rather than the column designer tool. It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify roster report formats.
Discount Line Items
Displays a list of Client Invoice Line Items tagged as Discounts and displayed in a column format.
Invoice - Standard
Displays Client Invoice Line Items in a standard invoice format suitable for mailing.
- Pro/Elite Users: Created using the Form Designer tool rather than the column designer tool. It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify roster report formats.
- The address fields displayed change based on the Company field of the invoice. If a Company name is recorded, the company name and address are displayed rather than the client and client's address.
- Invoice Message has HTML stripped before displaying to prevent layout issues caused by unexpected HTML tags.
Invoice Items List
Displays a list of Client Invoice Line Items records grouped by Invoice and displayed in a column format.
- When filtering this report for fields that are only recorded in the invoice line items, such as Course Code, this report will be filtered to include all the invoices that contain the matching line item and the matching line items themselves.
Invoices Aging
Displays list of Client Invoices grouped by aging categories and displayed in a column format.
- Only invoices with a Balance Due, not equal to zero will display.
- Invoices that contain overpaid line items and separate underpaid line items for the same amount will result in an invoice Balance Due = 0.
- The Aging Period is based on [Invoice Due Date]. If blank, the Aging Period is based on the [Invoice Date].
- 0-30 group does not include invoices not yet overdue.
Invoices List
Displays a list of Client Invoice records displayed in a column format.
- This invoice report version cannot be filtered based on fields that are only recorded in the invoice line items, such as Course Code.
Quotation
Displays Client Invoice Line Items in a standard invoice format with a title as "Quotation" and suitable for mailing.
- Pro/Elite Users: Created using the Form Designer tool rather than the column designer tool. It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify roster report formats.
Rick Stern
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