Overview of the Invoice Status Report in Roustabout Software

The Invoice Status Report is a helpful tool to easily track and manage all invoices within our software.

All Invoice Status Labels are fully customize able and can be added to your software.  To learn how to manage you Invoice Statuses

 select the link below to view "Invoice Status Administration"

"Click Here to View Invoice Status Administration"

To view the Invoice Status Report

1. Select the Main Menu Tab

2.  Expand the Reports Tab

3. Select Invoice Status to view the Report

Filtering the Invoice Status Report

You can set parameters that you wish to view the Invoice Status Report by using the Advanced Filters Feature.  To do this:

4. Expand the Advanced Filters Tab

5. Set the Dates you wish to view by using the Date Picker

6. Set all Advanced Filter options by selecting the category and choosing an option from the list of choices

7.  After setting all Advanced Filters, Select the Filter button to view the Report

Viewing the Invoice Status Report

After setting all Advanced Filters you can now view Invoice Status Details:

8. Expand the Invoice Status

9. The Tables below will show you 

a. Total Revenue by Customer

b. Total Revenue Assigned to Pusher

c. Each Individual Invoice assigned to the selected Invoice Status

Exporting the Invoice Status Report to CSV (Excel Spreadsheet)

To Export All Invoice Status Details to a CSV:

10. Select the Main CSV Export button and select the export option

a. Export to CSV (Least Detailed)

b. CSV Details (Most Detailed)

To Export an Individual Invoice Status details to CSV:

11. Expand the Invoice Status you wish to export

12. Select the Export button and select the export option

a. CSV (Least Detailed)

b. CSV Details (Most Detailed)

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All information provided is for software products produced by CantrellJackson.com