Standard Crystal Report - Basic Invoice

Owned by Claire Aleman
05 08, 2023
2 min read

Issue/Symptom/Question

Standard Crystal Report - Basic Invoice

Applies To

Penta for Windows

Crystal Report - Basic Invoice

Resolution/Fix/Answer

This report generates during the billing process and functions as a basic invoice.

This report features:

  • Details on a job’s correspondence address, remit to address, bill to address, and payment terms on an invoice.
  • The detail section with an in-depth breakdown of the billed amount, sorted by the job’s contract line items.
  • An optional job totals block, showing the current billings, prior billings, and job total billings.

Report Code: in_basicInvoice_p172_cr11.rpt

 

Available Parameters:

Example Report Results:


Fields

Correspondence Address # - The Job’s correspondence address. (Located in the top left hand corner.)

Customer No - ID of the customer and customer name on the Job.

Job No - The Job’s ID and name.

Bill To - The Job’s bill to address.

Invoice Date - The date on the invoice.

Invoice Number - The number on the invoice.

Please Remit To - The Job’s remit to address.

Terms - The payment terms on the invoice.

Reference - The reference text on the invoice.

Detail block - This block shows a breakdown of the contract line items and the amounts marked up by the associated pricing schedules. Optional line item text, invoice text, and invoice notes can also display. The Total Invoice amount displays on its own line below the contract line items.

Invoice Totals block - This block shows the Job billing, the retention, the tax, and the total of the three for the following:

  • The current invoice.

  • Prior invoices.

  • All invoices.