Sample Invoicing Reports
August 16, 2024
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Invoicing reports include invoice by billing partner, invoice by client, invoice by date, invoice history, and more. This article shows examples of each included report to help you decide which to run.
Accessing Invoicing Reports
You can access Invoicing reports from the menu.
- Click
Reports. - Click the Invoicing tab.
- Click the desired report.
For additional information, see the Report Overview article.
Available Reports
The following Invoicing reports are available in Mango.
- Clients By Project Task
- Client Statement With Invoice & Payments
- Engagement Revenue Summary – Open/Billed
- Invoiced By Billing Partner
- Invoiced By Clients
- Invoiced By Clients Grouped By Engagement
- Invoiced By Clients Last Five Years
- Invoice History by Activity (Summary)
- Invoice History by Client
- Invoice History by Client Groups
- Invoice History by Engagement Type
- Invoice History by Engagement Type (Summary)
- Invoice History by Invoice Date
- Invoice History Detail by Client
- Invoice History Summary by Client
- Invoice History with Payments by Client
- Invoice History with Time History by Client
- Invoices By Date – All Locations
- Open Retainer Invoices
- Paid Invoice History by Engagement Type
- Recurring Invoices by Next Processing Date
- Retainer Invoices – Paid
- Sales Tax Report
Clients By Project Task
Clients by Project Task and Project Name.
Client Statement With Invoice & Payments
Client statement batch payment.
Engagement Revenue Summary – Open/Billed
Engagement revenue summarized by Engagement for Open Time and Invoiced Time.
Invoiced By Billing Partner
Invoiced by each Billing Partner.
Invoiced By Clients
Invoiced by each Client for the last five years.
Invoiced By Clients Grouped By Engagement
Invoiced by each Client, grouped by Engagement.
Invoiced By Clients Last Five Years
Invoiced by each Client for the last five years.
Invoice History by Activity (Summary)
Invoice history summarized by activities and totaled for the report.
Invoice History by Client
Listing of invoices by client with invoice memo, sorted by client name, subtotaled by customer with totals for the report.
Invoice History by Client Groups
Client invoice listing with memo. Capability to filer by Client Group. Grouped by Client with subtotals, plus totals for report. Warning: If filtering by Client Group and ALL groups are not selected, clients that have NO Client Group will not show up on the report.
Invoice History by Engagement Type
Client invoice history by Engagement Type. Filter by Client, Date From/To, and Engagement Type.
Invoice History by Engagement Type (Summary)
Client invoice history by Engagement Type. Summarized by Engagement Type. Filter by Client, Date From/To, Engagement Type.
Invoice History by invoice Date
Listing of invoices by client with invoice memo. Sorted by invoice date, subtotaled by customer with totals for the report.
Invoice History Detail by Client
Invoices listed by client showing service line items, grouped and subtotaled by client.
Invoice History Summary by Client
Invoice summary by client showing Total Services, Expenses, Taxes, and Discounts.
Invoice History with Payments by Client
Listing of invoices by client with payments and write-offs applied, grouped by invoice and sorted by client and invoice date.
Invoice History with Time History by Client
Invoice listing by client with time history records by invoice and report totals.
Invoices by Date – All Locations
Invoice details with payments.
Open Retainer Invoices
Listing of all Open Retainer Invoices filtered by date range and Group.
Paid Invoice History by Engagement Type
Client invoice history by Engagement Type. Filtered by Client, Payment Date From/TO, and Engagement Type.
Recurring Invoices by Next Processing Date
Recurring invoices by Client with Processing Date.
Retainer Invoices – Paid
List of all retainer invoices with detailed payments, filtered by date range and Group.
Sales Tax Report
Sales tax report sorted by Invoice Date. displays Total Expenses, Total Services, Invoice Amount, and Tax Amount.
