Reports

How to report invoices and payments

To report on your invoices and payments in Jobber, click Management on the left hand side. This will show you a list of all reports in your account. 

There are two reports for invoices and payments in Jobber, the Transaction list report, and the Invoices report. 

 

Transactions list report

The transaction list report shows both payments and invoices included on one report. To filter the report for only invoices click 'invoiced' in the report overview. To filter for only payments/deposits, click 'paid or deposited' in the overview. 

Screen_Shot_2017-09-16_at_3.35.08_PM.png

At the top of the report you can change the date range. You can also edit what columns show on the report, by clicking the Columns button on the right. 

The total for the $ column will show at the bottom of the page. 

To get a copy of the report, click 'Receive Excel Copy', and the file will be emailed to you. 

Screen_Shot_2017-09-16_at_3.42.01_PM.png

 

Invoices report

The invoices report, shows only invoices. You can click 'draft', 'awaiting payment', 'paid', or 'bad debt' to filter the report for just these types of invoices. 

Screen_Shot_2017-09-16_at_3.42.55_PM.png

At the top of the report you can change the date range. You can also edit what columns show on the report, by clicking the Columns button on the right. 

The total for the $ column will show at the bottom of the page. 

To get a copy of the report, click 'Receive Excel Copy', and the file will be emailed to you. 

Screen_Shot_2017-09-16_at_3.42.01_PM.png

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