Open invoice reports with $ amounts
It would be very helpful if there were reporting features to run open (unpaid) invoice reports per salesman, per time period, etc. This would help keep on top of unpaid invoices.
1
vote
Aegis Admin Anderson
shared this idea
You can create an Invoice report, filter it by balance and sales rep, or date range, etc. It’s actually pretty quick to set up, and then you can add it to your dashboard.
If you need further assistance or have any other questions, please send an email to support@JobNimbus.com and they’ll be able to get you taken care of.
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Aegis Admin Anderson
commented
The report shows all invoices though, not just those with a balance. Is there a way to edit the existing reports that I'm not understanding? Or do you have to export ALL invoice data & sort it & delete unwanted info in excel?