Invoices Report Updated October 16, 2024 16:20

Overview

With over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.

The invoices report is where you'll find an itemized list of all your invoices, including a link to view the invoice as well as details like the client's name, billing address, who the visits on this invoice were assigned to, invoice balance, and total.

To view the invoices report, navigate to Jobber.com and select Reports from the side navigation. Under Financial Reports, select Invoice Report.

Beyond the invoice and payment reports, you can find these other financial reports:

• Taxation report
• Projected income report
• Client balance summary report

Visualizations on the invoices report

At the top of the invoices report are visualizations that show the dollar value of the invoices you've issued and and the invoices that have been paid. The date range of the visualization is responsive to the date range of the invoices report. 

To see details about each week of invoice data, hover over the bars on the chat to see a breakdown by week. The payment date is equalized to the issued date so that you can determine if there are invoices that have not been fully paid. 

Setting filters for the invoices report

Filtering by client

To filter the report by client to show a just a single client's requests, click on the Client filter dropdown, search for the client's name, and then select the client's name.

Filtering by date

Click the Created date filter dropdown to change the invoices that appear in the report based on their status. The options include:

• Created date
• Issued date
• Due date
• Paid date

Next, select a date range. Your options are:

• Last week
• Last 30 days
• Last month 
• This year
• Last 12 months
• Custom range

The invoices that show in the report will all have a date that falls between the start and end date of this date range.

Note: The totals in the overview are only responsive to the "created date" filter plus your selected date range. If you select a client filter or different date type filter (such as "due date"), the totals will not respond to those selections.

Customize the columns for the invoices report

Columns in the invoices report can be customized by selecting the Columns button, then selecting the columns for the report from the columns list.

The options for columns that can be added to the report are:

• Invoice #: This is a fixed column. The invoice number links to the invoice
• Client name
• Client email: This is the client's primary (starred) email address
• Sent to: The email addresses or phone numbers the invoice was originally sent to. If the invoice has been sent multiple times via different delivery methods (email or text message), reference the client communications report for more details about who received the invoice. 
  
• Billing street
• Billing city
• Billing state/province
• Billing ZIP/postal code
• Service street: If multiple service addresses are on invoice, the earliest created job is used to supply address
• Service state/province
• Servie ZIP/postal code
• Subject
• Created date
• Issued date
• Due date
• Marked paid date
• Visits assigned to
• Job #s
• Status
• Total ($)
• Tip ($)
• Balance ($)
• Tax (%)
• Deposit ($)
• Discount ($)
• Tax amount ($)
• Viewed in client hub
• Invoice custom fields

Export the invoices report to CSV

To receive a spreadsheet version of the invoices report, click Export to CSV then select if you'd like to export the report with all columns or just the selected ones. The report will then be sent to the same email address that you use when you log into Jobber. Exporting to CSV is a good option if you need to work with the data in the report, print the report, or share it with someone who is not a user in your Jobber account.