The Invoice Summary & Analysis Report is a comprehensive tool that provides businesses with a clear overview of their invoicing data over a customizable time frame. Whether you need to analyze past payments, review previous or current invoices, or track those invoices on payment plans, this report's customization offers limitless searches to find exactly what you need.
By utilizing this report, you can gain deeper insights into your financial structuring and help make informed decisions that can improve your cash flow, customer relations, and possibly sales performance.
The Invoice Summary & Analysis Report isn’t just only for tracking invoices, it also helps you monitor the performance of your sales reps. The report allows you to see how individual sales reps are doing with specific customers, offering a detailed view of their sales performance.
This video recording below will help out on what you can do inside this report.
