Customer Invoice Report

“Let’s take a look at the customer invoice report, your go to for checking all your invoices in one place. This report gives you a clear breakdown of both draft and approved invoices, showing their payment paid, partially paid, or unpaid, and email delivery statuses.

You’ll also see if an invoice has been disputed, voided, or synced to your accounting package.

First, click the reports button in the top right corner and select customer invoice report.

From here, you can use filters in the top left to narrow down the invoices you want to see. In the top right, you can toggle between all invoices or just those that have or haven’t synced to your accounting package, adjust the date range, and search for specific invoices.

The first column on the left shows the job number. Click it to jump straight to the job.

Next, you’ll see the customer and site address, followed by the invoice number, which also links directly to the invoice in Fergus.

Then come the key details: invoice type, delivery and payment status, status, total including tax, invoice date, and due date. You’ll also see a view button, which like the invoice number takes you straight to the invoice.

Finally, if you’re connected to an accounting package, you’ll see a symbol indicating whether the invoice has synced successfully.

If you see a red x, the sync has failed. Hover over it to see the error. If invoices aren’t syncing and you’re unsure why, reach out to our support team. We’re happy to help. And like other reports, you can download this one as a CSV using the button in the top right corner. That’s all there is to it. This report is super handy when you need a big picture view of your invoices or want to check paid invoices that no longer appear on your status board.”