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Level 1

Report on invoice types

We use other software to generate invoices, and then they are just imported into QB. Initial invoices have a WR- prefix and renewals have a RI- prefix. 

 

I would like to be able to report on the different types of income. How would I do this.

 

Thanks,

 

Janet

Solved
Best answer November 08, 2018

Best Answers
Level 3

Report on invoice types

Have you tried sorting by invoice number? Would separate them, but not total them.

Excel is your friend here.

View solution in original post

3 Comments
Level 3

Report on invoice types

Have you tried sorting by invoice number? Would separate them, but not total them.

Excel is your friend here.

View solution in original post

Level 1

Report on invoice types

I think you are correct. Thanks.

Level 15

Report on invoice types

This: "I would like to be able to report on the different types of income."

 

Would be the Charge Item. Not the Invoice.

 

You charge the customers, such as New Subscription vs Subscription Renewal.

 

Or, Customer Type or Job Type, such as "New" then changes to "Renewed. And Job Status = "Awarded" is New, and In Progress = ongoing, and Closed = left. Then, Job Dates for Start, End and Projected End, to manage notification for renewals.

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