Invoices Report (Beta) Updated September 26, 2023 16:15

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 BETA. This report is available as a Beta while we continue to make improvements; in the meantime, the older version of the invoices report will also be available to use.

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

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

Filter the invoice report

Invoices can be filtered by their created date. This is when the invoice was originally created, not the date it was sent or issued to your client. 

To filter your report, click the Created filter dropdown, then 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 created date that falls between the start and end date of this date range.

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.