Projected Income Report
This report can be found from the Reports tab under the heading for Financial Reports.
The projected income report helps you to predict your income in the future, based on when your invoices were sent and when they are due.
At the top of the report, invoices that are awaiting payment are divided up into categories based on when they are due. Late invoices are at the top, while invoices due farther in the future are listed towards the bottom.
To view only late invoices, click on View Aged Receivables Report.
Actions you can do on the report
Filter the report - To filter the report to only see a certain group of invoices, click on any of the categories at the top of the report. For example, in the screen shot above, if you clicked on 'Invoices due in 7 to 30 days', then the report would filter to just those 7 invoices.
Export Report - Click on Receive Excel Copy, to be emailed a copy of the report to the email you are logged in with to Jobber.
Add/ Remove Columns - Click on Columns, on the right, to add or remove certain columns from the report.
Sort the Report - To sort the report, click on the header of any column that shows the up and down arrows. For example, if you click on 'Client name', the report will sort alphabetically by the client's name.
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