Estimates & Invoices reports show work order information collected from all estimates and invoices in your shop. Work orders in Shopmonkey are categorized as either estimates or invoices. These statuses will determine what data is displayed in each report.

Select the Reports icon from the left-side navigation bar. Find the Estimates & Invoices section.

Which orders were created yesterday? The All Orders report provides the most comprehensive information on work orders in a single report.

Filter the report by creation date, archived status, customer, payment due date, fully paid date, order status, paid status, payment term, and workflow column.

Which orders were invoiced this week? The All Invoices report provides the same information as the All Orders report, but only for orders with the Invoice status within the selected date range. This report uses the Invoiced Date for the date range filter.

Filter the report by invoiced date, fully paid date, archived status, customer, payment due date, paid status, payment term, and workflow column.

Which invoices were paid last month? The Paid Invoices report shows data for invoices paid in full. This only includes orders with the Invoice status within the selected date range. An invoice with a partially paid amount will not be included in this report. If an order you expect to find in this report isn’t showing, the first troubleshooting step should be to make sure it’s invoiced and fully paid.

Filter the report by invoiced date, fully paid date, archived status, and customer.

Which invoices are still unpaid year to date? The Unpaid Invoices report shows data for invoices without any recorded payments and invoices with partially paid amounts. This only includes orders with the Invoice status within the selected date range.

Filter the report by invoiced date, archived status, customer, payment due date, paid status, payment term, and workflow column.

How long has it been since the customer was invoiced? The Customer Aging report shows data for customers who have outstanding payments. This report includes the total amount due and the number of days since they have been invoiced.

The columns show how long after invoicing it has been. For example, if you invoiced an order and the customer hasn’t paid this month then it will show up in the 0-30 column. This also works if you use payment terms. For example, if they are on 30-day terms, on day 31 the customer will show up as overdue 1 day in the 0-30 column NOT overdue 31 days in the 31-60 column.

Filter the report by invoiced date and customer type.

Which estimates do we still have from last week? The All Estimates report provides the same information as the All Invoices report, but only for orders with the Estimate status within the selected date range. This report uses the Created Date for the date range filter.

Filter the report by created date, archived status, customer, and workflow column.

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