Totals Invoiced Report
Scenarios:
You would like to understand how the Totals Invoiced Sales Report works
This document assumes the following:
You have an Office Admin/Support user-level access on your Enrolmy instance.
You have run/are running activities for at least one of your Enrolmy instances.
What is the Totals Invoiced Report?
This report combines invoice and credit note amounts to see how much was invoiced and paid within the time period selected. The date range filters show results based on the invoice/credit note created dates.
In this report, you will see information on:
Activity Name
Item Number
Total invoiced/(credited)
The sum total of invoices minus the sum total of credit notes
Total paid/(refunded)
The sum paid of invoices minus the sum total refunded of credit notes
Total paid/(refunded) %
Calculated as Total paid/(refunded) divided by Total invoiced/(credited)
Total outstanding
The sum outstanding of invoices minus the sum outstanding of credit notes
Number of invoices
Total number of invoices calculated
Number of credit notes
Total number of credit notes calculated
Accessing the Totals Invoiced Report
To access the report:
Log in to your Enrolmy Account
Head over to the Insights tab and select Totals Invoiced
Use the filters as needed
Click Search
Awesome! You now understand the new Totals Invoiced Report!
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