How to Use Quotations & Invoices Reports?

Quotations and Invoices Reports help you get a better understanding of your collection and payment process. It allows you to export the quotation and invoice-related data which can be used to slice and dice and retrieve meaningful insights.  

Using Quotations and Invoices Reports

1. Select the "Reports" module in the Menu.
2. Pick a report you want to use from the Quotations & Invoices Reports section.
3. You can generate the report for any specific interval of time by filling out the "From" and "To" dates in the Zuper Web-App.
4. Once you fill out the required fields, click on "Generate Report" to download your report. 

Note: If the report data is huge, it will not be downloaded as a file immediately. Instead, you will receive a notification email with a link to download the report. 

 

Reports generally include the quotation and invoice-related information such as the Quote Status, Invoice Status, Sub Total, Total, and also the Customer details such as Customer Name, Phone, Address, and so on.

Listed are the different quotation and invoice reports that can be extracted.

Quotations Master Report

The Quotations Master Report is used to export all the information about the quotes created including Quote Date, Expiry Date, Customer Name, Billing Address, Work Order Status, Total Line Items, Quote Status, and more.

   

Quotation Status Summary Report

Quotation Status Summary Report will display an overview of the count of quotations in their respective status grouped by the quote date in the selected date range.

Invoice Master Report

Invoice Master Report is used to export all the information about the invoices created including Invoice Date, Due Date, Customer Name, Billing Address, Work Order Status, Total Line Items, Invoice Status, and more.

Invoice Summary Report

Invoice Status Summary Report will display an overview of the count of invoices in their respective status grouped by the invoice date in the selected date range.

Invoice by Status Report

Invoice by Status Report helps us to view invoice by their status to have a track of them. Available invoices will be distributed across sheets based on their status (Draft, Accepted, Rejected, Expired, etc.)

Invoice Status History Report

Invoice Status History Report helps us to view the status update history of all available invoices. 

Invoice- Product Consumption

Invoice Product Consumption Report shows the products and parts consumption history with respect to each invoice.

Invoice Payment History

Invoice Product Consumption Report shows the payment history with respect to each invoice.

If you are having any issues, please write an email to support@zuper.co  and one of the agents from the support team will get in touch with you.

• Related Articles

• Available Reports in Zuper

  Below is a list of all the reports in Zuper. Job Report Jobs Master Report Job Status Report Status Summary Report Status History Report Job Turnaround Time (TAT) Report Job Notes Avg Duration / Category Jobs by Team Report Jobs Activity Report ...

• How to use Discount and Fee Master?

  You need to pre-define the discount and fees under the parts and services. The pre-defined discount and fees can be added during the Quote and invoice creation. The discount is based on the transaction level or overall billing of the parts and ...

• How to Use Customer Reports?

  Customer Reports help you slice and dice through your customer data and turn it into meaningful insights.   Using Customer Reports Select the "Reports" module in the Menu. Pick a report you want to use from the Customer Reports section.  You can ...

• How to Use Assets Reports?

  Assets Reports help you get a better understanding of your Asset related key stats. It allows you to export the Asset related data, which can be used to slice and dice and retrieve meaningful insights.   Using Assets Reports Select ...

• How to Use Contracts Reports?

  Contracts Reports help you get a better understanding of your contract related key stats. It allows you to export the contract related data, which can be used to slice and dice and retrieve meaningful insights.   Using Contract Reports Select ...