New Client invoicing report

The Client Invoicing Report is used to track orders, view totals, and export invoices from commonsku.

On this page:

How to pull a report

How to sort a report

Open Sales Orders

Sales Orders in Production

Sales Orders Shipped

Sales Orders Ready for Invoicing

Deposit Invoices 

Invoices

Exported Invoices

Credit Memos

FAQ

 

How to pull a report

You can find your Client Invoicing Reports under your Finance tab > Invoicing. 

Users need permission to View Finance Menu to access Client Invoicing Reports.

From there, you’ll see the following report options:

1. Sales Orders
2. Deposit Invoices
3. Invoices
4. Exported Invoices
5. Credit Memos

To pull a report for Sales orders: 

1. Click on the tab: Sales orders 
2.  Select the stage options :
   
   1. Open
   2. In production
   3. Shipped 
   4. Ready to be invoiced
3. Choose any additional filters: Order Date, Client, Client Rep or Project
4. Click Get report

 

How to sort a report 

Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

Open Sales orders 

The Open Sales Orders Report shows sales orders that haven't been invoiced, closed, or deleted. 

1. You can filter the report based on the order date (creation date).
2. The totals (blue banner) show the Order Total and the number of open orders (number of rows).

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Sales Orders in Production

The Sales Orders in Production Report shows sales orders with at least one purchase order in the Created, Submitted, or Confirmed stage.

1. You can filter the report based on the order's in-hands date.
2. The totals (blue banner ) show the Order Total and the number of orders in production (number of rows).

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Sales Orders Shipped

The Sales Order Shipped Report shows sales orders that have shipped to your client, meaning all of the purchase orders have been marked as Shipped.

1. You can filter the report based on the date the order's status changed to Shipped (most recent PO shipment date)
2. The totals (blue banner) show the order total and number of shipped orders (number of rows).

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Sales Orders Ready for Invoicing

The Sales Orders Ready to Invoicing Report shows sales orders that are waiting to be invoiced. A sales order automatically updates to Ready for Invoicing status when all of its POs are marked as Ready for Billing. An order is removed from this report once the Sales Order has been changed to Invoiced status. 

1. The totals (blue banner) show the Order total and the number of sales orders ready to be invoiced (number of rows).

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To pull a report for Deposit Invoices: 

1. Click on the tab: Deposit Invoices 
2. Select the Payment options : All, Paid,  Unpaid
3. Choose any additional filters : Date Paid, Order Date, Client, Order Rep or Project
4. Click Get report

When users select the “Unpaid” option in the Invoicing Financial Report toggle, the report now

includes both:

• Unpaid invoices, and

• Deposits where the “Date Received” field is left blank.

This aligns the report’s behavior with the rest of the financial reporting logic, where entries are interpreted from a date perspective, not just an amount perspective.

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Invoices 

To pull a report for  Invoices: 

1. Click on the tab: Invoices 
2. Choose any additional filters: Invoice Date, Client, Order Rep or Project
3. Click Get report

 

To export Invoices: 

1. Click on the tab: Invoices 
2. Choose any additional filters: Invoice Date, Client, Order Rep or Project
3. Click Get report
4. Select one or more of your preferred credit memos 
5. Next Click to: 
   1. Export to QuickBooks Online
   2. Export as CSV or XML file
      
      

Exported Invoices will automatically move to the Exported Invoices report. 

 

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Exported Invoices

To pull a report for  Exported Invoices: 

1. Click on the tab: Exported Invoices 
2. Choose any additional filters: Invoice Date, Export Date, Client, Order Rep or Project
3. Click Get report

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Credit Memos

1. Create Credit Memos from the Action button
2. Create standalone Credit Memos
3. Pull a report for Credit Memos
4. Export Credit Memos
   
   

 

To create a Credit Memo from the Action button:

1. Go to  Invoicing  and click on the tab Invoices or Exported Invoices
2. Select an invoice and click Actions > Create Credit Memos
3. Fill out the Description notes (optional)
4. Under the product Insert qty to refund
5. Choose to either View credit memo or close
   
   

 

 

 

To create standalone Credit Memos: 

1. Click on the Create Credit memo button

2. Fill out all the information: Description, Client and Total amount to refund. 

3.  Choose to either View credit memo or close. 

 

To pull a report for Credit Memos: 

1. Click on the form: Credit Memos 
2. Choose any additional filters: Search, Client, Date Issued, Exported to Quickbooks
3. Click Get report

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To export a Credit Memo: 

1. Click on the tab: Credit Memos 
2. Choose any additional filters: Search, Client, Date Issued, Exported to QuickBooks
3. Click Get report
4. Select one or more of your preferred credit memos 
5. Click button to:
   
   1. Export to Quickbooks Online
   2. Export to CSV or XML
      
      
6. You can also select Download report if you would like a report of the current view of the report (optional)
7. If you need to delete a credit memo, select the credit memo and click the red delete button to remove it. 

 

To export to QuickBooks online:  

1. Click on the tab: Credit Memos 
2. Choose any additional filters: Search, Client, Date Issued, Exported to QuickBooks
3. Click Get report
4. Select one or more of your preferred credit memos
5. Click button Export to QuickBooks online

 

To export to CSV or XML 

1. Click on the tab: Credit Memos 
2. Select one or more of your preferred credit memos
3. Click button Export to CSV or XML

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FAQ

• What Client Invoicing Reports are exportable?

• What is the best way to track Invoice Reports that are open or sent to client?

• Why doesn’t the invoice change to paid when using Stripe?
• How do I recover a deleted invoice?
• How do I map credit memos in QuickBooks Online

• Is it possible to generate multiple credit memos for a single invoice?

What Client Invoicing Reports are exportable?

The Invoices and Exported Invoices Reports are exportable. 

What is the best way to track Invoice Reports that are open or sent to client?

Invoices default to Open when they're first created. Then, when they're emailed through commonsku, they move to Sent to Client.

You can use the Projects tab, Client Invoicing Report, and Sales Rep Report to track invoice statuses.

Why doesn’t the invoice change to paid when using Stripe?

So the reason why we don't flip invoices to paid automatically if the payment comes through Stripe is because:

• We don't know if it is a partial payment or not
• We don't want to mark invoices as paid, then have the user forget to follow proper accounting practices and receive the payment in the accounting platform

How do I recover a deleted invoice?

You can recover a deleted invoice by heading to your Client's Page> projects tab

To Restore a deleted form from the projects tab: 

1. To refine your search, you may begin by filtering for the specific sales form you wish to restore, In this case Invoice.
2. Ensure that you check the box to display deleted forms.
3. Click the button to restore the selected sales form (the number of the deleted sales form will be displayed).
4. Finally, click on the sales form number to restore it.

How do I map credit memos in QuickBooks Online? 

• Credit Memo Items → Same as Invoice Items
• Credit Memo Services → Same as Invoice Services
• Client Credit Memo → Any Accounts Receivable (AR) account

Is it possible to generate multiple credit memos for a single Invoice? 

No, it is not possible to generate multiple credit memos for a single invoice. This is done to ensure that each credit memo is accurately linked to its corresponding project.

 

 

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