Invoice Summary Report

The Invoice Summary Report provides a detailed overview of invoice amounts, including discounts, late fees, and user contributions based on invoice totals. Unlike the Collections II Report, the Invoice Summary Report does not require payments to be applied to generate results.

When you run the report, any discounts are automatically reflected in the Invoice Total column, regardless of whether the "Include Discounts" box is checked, as this represents the true invoice total. This report offers a clear summary of actual invoiced amounts.

In the example below, the options "Include Expenses/Late Fees" and "Include Discounts" are selected, adding corresponding columns to the report.

For Invoice 10023 (for Sarah Root):

• The Invoice Total is $900.00.
• The Labor Amount Billed is also $900.00.
• The Labor w/o Discount column displays $1,000.00, reflecting the total amount billed before the discount was applied.

Below the report image, you'll find Invoice 10023 for further reference.