Invoice Insights Dashboard

📊 Invoice Reporting & Insights

The Invoice Insights dashboard provides a centralized view of your invoicing activity, payment trends, and outstanding revenue. Use this dashboard to understand billing performance over time and identify where follow-up may be needed.

Navigate to: Analytics Reports tab → Dashboard section → Invoice Insights

🔎 Filtering Options

At the top of the dashboard, apply filters to tailor your reporting. You can filter by:

• Account
• Building
• Category
• Territory
• Issue Date
• Technician
• Technician Team

These filters help you zero in on specific customers, locations, teams, or timeframes.

💰 Total Invoiced

See the total dollar amount invoiced within your selected date range. This tile also shows the number of invoices issued, and the average invoice amount. Great for understanding billing volume and overall revenue performance.

🧾 Total Due

Quickly see how much money remains unpaid across all invoices in the selected date range. Use this to stay proactive with collections and follow-ups.

👥 Outstanding Customers

A detailed list of customers with unpaid balances, including the amount owed. This helps you immediately identify accounts requiring attention.

📈 Invoice Issue History

A monthly breakdown of invoice activity. Visualize the total invoiced amounts vs. the average invoice amounts. Use this trend view to spot seasonal patterns or fluctuations in billing activity.

🧑‍🔧 Invoice History by Technician

This section displays the total invoiced amount based on the technician who completed the job, not the user who actually created the invoice. This section is attributed to the technician who performed the work tied to that invoice.

Example:

If Jon completes two inspections in October—Inspection A for $1,000 and Inspection B for $500—and Debbie later converts both inspections into invoices in the backend, the Invoice History by Technician section will show $1,500 attributed to Jon, since he completed the work associated with those jobs.

💵 Paid Invoice History

Displays when payments were recorded and the total paid each month, giving you insight into cash flow timing and performance.