Customer reports: The invoicing report
Keep track of your revenue!
See historical figures from earlier periods and what will be invoiced going forward from your ongoing contracts.
Why the invoicing report?
In this report you keep track of the companyâs invoiced revenue and of what you will invoice going forward, based on your current ongoing contracts.
There are different ways to sort the information, and that decides what you can read from the report. Do you want to see all booked revenue during a certain period, for example? Then you need to base it on accrual. If you instead want to know what you have actually invoiced from month to month, you need to base it on invoice date.
The report shows a certain number of columns with information even if you fill in nothing below, but with the help of the options below the information can be presented more clearly and in an order that is easier for you to follow.
Sort correctly and get the information you are looking for!
Start by choosing the period and grouping the information. These are two important fields to fill in for you to get the information you want from the report.
Period
When you choose which period you want to look at more closely, it is important that you fill in the two fields below:
- From/To: As simple as it sounds, you choose the interval you want to look at.
- Based on: Here you choose whether the list should be based on invoice date or accrual. This is decisive, because accrual shows the revenue that is accrued to the selected period and simply booked in the month. Invoice date instead brings up the invoices that are invoiced in the period, which does not necessarily correspond to the periodâs revenue.
Examples of what is shown for the selected period
Invoice date How much do you invoice your customers per month, which deals do you bring in during a month?
Accrual What revenue does the company have in the period? The invoice to a customer may be issued in advance, but you will work on the project gradually over the coming six months. For you to see the revenue in the period, you then need to sort on accrual. Otherwise the whole amount is shown on the invoice date and not over the time it is spread across.
Payment date When do you get paid by your customers, and how much cash do you receive per month?
Group together
Choose how the information should be grouped. If you choose customer in the grouping, for example, an overview of the invoiced amounts is shown, followed by a heading with each customerâs name and then the invoices that are included in the period according to the settings.
How you choose to group the information decides the order in which the information is sorted in the report.
Sharpen the settings further for a more accurate report
Choose further parameters to sort by if you are looking for something specific.
Our reference
If you use references when you invoice your customers, you can choose to search on all responsible persons or on individual users who handled the invoicing when you produce the report.
Status
Set whether you are looking for invoices that are not authorised, authorised, sent, paid or created from agreement.
Products
If you only want to search for a certain product that you have invoiced, you set it here.
Customers
If you want to see what has been invoiced to specific customers, you choose that here.
Categories
If you want to see what has been invoiced for an individual category, you choose the category under this heading.
Countries
Do you want to see what you have invoiced customers registered in a specific country during the period? Choose it here.
Who can see the invoicing report?
Finance managers
Finance manager is the role for the person who should be able to see everything in Kleer, often the CFO, the CEO or a finance administrator. That permission includes this report too.
Full read access
Your auditor, potential investors and board members. There can be people around your company who should be able to see all the accounting and all the information, but not be able to do anything administrative in the system. They see all parts of the system, and therefore this report too.
Customer invoice administrators
Users with the permission âAdminister customer invoicesâ can see the invoicing report. Employees with other permissions related to customer invoices do not see this report.