This page is a special grouped customer report dealing with elements of time. One of the underlying themes for this report is that the customers must have been assigned to elements of time that have the invoice/quote status as part of the master time template settings. Basically, this report is for those elements of time that are "billable" to a specific customer.

There is a search and filter form at the top that allows you to switch between all records and only select records. If the form is hidden, use the show/hide search criteria button to show the form. The top most switch in the search form is the report type switch. This is how you switch between all customers and limited or filtered results.

Once the data is shown, you will be presented with a number of drill-down links. Each link deals with a grouped count under the different invoice/quote status values. The dollar amount is figured by looking at the "general amount" field for each element of time. If your current master time templates are not using that setting, the value will be set to $0.00. Don't worry, you may adjust that once the elements of time get put into the shopping cart.

One of the neat things about this report is that you will be able to see what needs to be invoiced and what has already been invoiced for a single customer. That data also helps you know how active or inactive your customer base has been. This page (report) is great for doing periodic billing to keep up with work that has been done. Once an element of time gets invoiced, it will automatically get moved to the invoiced column.

Note: This is somewhat technical but worth mentioning... Even though an element of time has been set to a status of "needs to be invoiced" or "quoted" that value does not show up in your financials (accounts receivables) until it becomes an actual invoice. Until it gets invoiced, it is virtually just sitting in a queue. Once invoiced, depending on payments made, that time value then becomes an actual receivable. For the record, the time itself is not the receivable... the actual invoice that holds the time is the receivable.

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