Invoices
Invoices and how they reflect Taylor Reports
The invoice page can be used to see all invoices for customers and allows to see all total pending incoming funds as well as totals based on preset filters. To see the Invoices, on the side menu, click on Billing then click on Invoices. Clicking on the three bars on the top left corner of the page also expands the side bar to show more detail for easier access. Once on the page, Invoices can be filtered by Date Range, Paymment Type, Bill Type, Status and Brand. The page will then display all pending funds by Total, Last 2 days, 3-7 Days, 8-30 days and 30+ days. The page will then display totals by the preset filters seen at the top of the page. This will show how many invoices in total, Subtotals, Tax, Deposits and Grand Totals. The report is then presented with the following columns, Account Number, Invoice Number, Email, Mail, Last Name, Payment Type, Bill Date, Posted Date, Subtotal, Taxes, Deposit, Balance, Previous Balance, Ammount Due, Bill Notes, Bill Types and Status. Report can also be exported to document format for easier printing and sharing by clicking on the Export CSV button on the top of the page next to the adjustable filters.
The Following Taylor Reports can be seen in KozyOps Invoices reports
Fuel Sales Listing by Company Then Product
Fuel Sales Listing by Driver Then Product
Miscellaneous Sales Listing by Transaction Date
Sales and Payment Summary by Company Then Product Code
Service Sales Listing - by Transaction Date
Service Sales Listing by Company Then Category
Service Sales Listing by Product Code Then Date
Total Miscellaneous Sales by the Month Then by Product Code
Total Sales by Month
Total Sales by The Product Code Then by The Customer
Total Sales by The Product Code Then by The Day
Total Sales by The Product Code Then by Customer
Total Service Sales by The Month Then by Category
Total Service Sales by The Product Code
