Transaction Summary Report
A Transaction Summary Report offers an overview of invoice line items and payments received, over a specific period. It includes key details such as invoice numbers, dates, amounts, payment status, and totals for both debits (invoice line items) and credits (payments). This report helps track invoices and payments, manage receivables, and monitor the financial impact of issued invoices.
See Reports for information common to all reports.
| Transaction Summary Report Templates | |
|---|---|
| TEMPLATE | DESCRIPTION |
| Detailed Debits | Shows debit transaction details (invoice line items). |
| Detailed Credits | Shows credit transaction details (payments). |
| Detailed Debits/Credits | Shows debit and credit transaction details. |
| Detailed Debits/Credits By Type | Shows debit and credit transaction details, grouped by the type of transaction. |
| Debits By Client | Shows debit transaction details by client. |
| Debits By Client Group | Shows debit transaction details by client group. |
| Debits By Client Group/Client | Shows debit transaction details, first by client group and then by client. |
| Debits By Client/Job Group/Job | Shows debit transaction details, first by client group and then by client. |
| Debits By Product Type | Shows debit transaction details grouped by product type. |
| Debits By Product Group | Shows debit transaction details grouped by product group. |
| Debits By Product Name | Shows debit transaction details grouped by product name. |
| Debits By Product Type/Group | Shows debit transaction details, first grouped by product type and then by product group. |
| Debits By Product Type/Name | Shows debit transaction details, first grouped by product type and then by product name. |
| Debits By Product Type/Group/Name | Shows debit transaction details, first grouped by product type, then by product group and then by product name. |
| Debits By Invoice Status/Month/Product Name | Shows debit transaction details, first grouped by invoice status, then by month and then by product name. |
| Debits By Date | Shows debit transaction details grouped by date. |
| Debits By Month/Day | Shows debit transaction details, first grouped by month and then by day. |
| Debits By Month | Shows debit transaction details grouped by month. |
| Debits By Quarter | Shows debit transaction details grouped by quarter. |
| Debits By Year | Shows debit transaction details grouped by year. |
| Debits By Month/Year | Shows debit transaction details, first grouped by month and then by year. |
| Debits By Year/Quarter/Month/Day | Shows debit transaction details, first grouped by year, then by quarter, then by month and then by day. |
| Amount Owed By Year/Quarter/Month | Shows amount owed on invoices, first grouped by year, then by quarter and then by month. |
| Amount Owed By Client/Year/Quarter/Month | Shows amount owed on invoices, first grouped by client, then by year, then by quarter and then by month. |