Revenue Summary by Customer (Open Item)
This report is an open item summary of revenue earned over a specified period of time (not including taxes), grouped by billing customer (see Customers, and Invoicing).
Report totals include the total number of sales invoices, number of repair invoices, number of credit notes, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, and total revenue amount, including a subtotal for each customer. The default customer discount rate is also included. The report may be sorted by billing customer account number, billing customer name, number of sales invoices, number of repair invoices, number of credit notes, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, or total revenue amount. And it may be filtered by billing customer and business location.
Report Option Fields
|
Field |
Description |
|
Customer |
Enter an assigned billing customer account number for which to generate the report, 0 for miscellaneous customer accounts, or leave blank for all customers. Optionally, select the billing customer name for which to generate the report. |
|
Bus. Location |
Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions. |
|
Date Range |
Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice or credit note date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date. |
|
Sort by |
Select the desired sort order. In the Repair Micro edition, select to sort either by the billing customer account number, by billing customer name (the system default), by number of repair invoices, by number of credit notes, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by handling revenue amount, by travel revenue amount, or by total revenue amount. In the Retail SQL and Retail editions, select to sort either by the billing customer account number, by billing customer name (the system default), by number of repair invoices, by number of credit notes, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by handling revenue amount, or by total revenue amount. In all other editions select to sort either by the billing customer account number, by billing customer name (the system default), by number of sales invoices, by number of repair invoices, by number of credit notes, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by handling revenue amount, by travel revenue amount, or by total revenue amount. |
All sales invoices and credit notes are included on the report. Repair invoices are included on the report when they are set to a repair invoice status (see Repair Invoice Statuses).
The Parts, Labour, Shipping, Handling, and Travel revenue columns are all calculated after any discounts have been applied, but before taxes have been added. The Discount column is the default discount rate assigned to the customer account.
The Sales column is not available in the Repair Micro, Retail SQL, and Retail editions. The Travel column is not available in the Retail SQL, and Retail editions.
Revenue Summary by Fault Code