ARM Help

Invoice Business Type Analysis Report

Invoice Business Type Analysis Report takes each finalized invoice and breaks it open by business type, so you can see not just what an invoice was worth but what kind of work made it up. One row per invoice, the usual money columns, and then a column for every business type your store runs — fast lube, brake, smog, tyres and the rest — each showing that invoice's share. Use it to see what mix of work a period actually contained, to find the invoices carrying a particular kind of job, and to check that work is being booked to the right business type.

3 how-to answers 4 screenshots Open in ARM Markdown

How do I run the Invoice Business Type Analysis Report? #

  1. From the Home Screen, click Reports → Marketing & Business Analysis Reports → Invoice Business Type Analysis Report. The screen is headed INVOICE BUSINESS TYPE ANALYSIS REPORT (FINALIZED INVOICES).
  2. Click the From : … To : … date box and pick the period. Invoices are picked up by the date they were finalized.
  3. Type a number into INVOICE # to jump to one invoice, or leave it empty for all of them.
  4. Click SEARCH to load the report. SHOW ALL clears the invoice search and reloads on the same dates.
  5. Click PRINT for a PDF copy. There is no spreadsheet download on this report.
Invoice Business Type Analysis Report the remaining business types
Invoice Business Type Analysis Report the remaining business types
Invoice Business Type Analysis Report print output
Invoice Business Type Analysis Report print output

How do I see what kind of work an invoice was made of? #

  1. From the Home Screen, click Reports → Marketing & Business Analysis Reports → Invoice Business Type Analysis Report, run it for your date range, and pick a row.
  2. Read NET SALES, SALES TAX and GROSS SALES for the invoice as a whole. Example: invoice 335074, $298.97 net, $12.30 tax, $311.27 gross.
  3. Now read across the business-type columns for the same row. Anything other than `0` is work of that type on that invoice. Example: FAST LUBE BUSINESS $262.97 and BRAKE BUSINESS $36.00.
  4. Those add up to the invoice: $262.97 + $36.00 = $298.97, the net sales. An invoice that splits cleanly like this is one where nothing was discounted.
  5. Check another to see the mix change. Invoice 335065 reads $29.99 of fast lube and $93.74 of A/C, adding to its $123.73 net — mostly air-conditioning work with an oil change attached.
  6. The split will not always add up exactly to NET SALES. Discounts on parts are handled differently in the two figures, so on a discounted invoice the business-type columns come to slightly more or less. Where they differ, the money columns are the ones to trust for what the invoice was worth, and the type columns tell you the shape of the work.
  7. Read down a business-type column instead of across, and the footer gives you what the period was worth in that kind of work. Example: $1,095.86 of fast lube, $614.99 of quick sale, $93.74 of A/C and $36.00 of brake work.
Invoice Business Type Analysis Report date range and filters
Invoice Business Type Analysis Report date range and filters

How do I print the breakdown? #

  1. From the Home Screen, click Reports → Marketing & Business Analysis Reports → Invoice Business Type Analysis Report, set the date range and click SEARCH.
  2. Click PRINT. The PDF opens in a new tab, titled Invoice Business Type Analysis Report with the date range beside it, carrying every column on one landscape page and the same footer totals as the screen.
  3. The printout does not repeat the total line that sits above the table on screen — it shows only the table and its footer.
Invoice Business Type Analysis Report invoice totals and the first business types
Invoice Business Type Analysis Report invoice totals and the first business types
About this screen

Keep the range short. The table is six fixed columns plus one for every business type you have — seventeen extra columns on the example store — so it scrolls a long way sideways. A week or two of invoices is far easier to read than a month.

The first six columns are the same for every invoice: the INVOICE NO., the INVOICE DATE it was raised, the FINALIZED DATE it was closed, the NET SALES, the SALES TAX and the GROSS SALES. Everything after that is one column per business type, holding what that invoice came to for that type. A zero prints as a plain `0` rather than `$0.00`, so a row of zeros with one figure in it is an invoice that was entirely one kind of work.

Scroll right to reach the remaining business types. The footer runs the whole width: it repeats INVOICE NO., INVOICE DATE and FINALIZED DATE as words, then totals every money column, including each business type.

Read the totals from the footer of the table, not from the line above it. The two do not agree, and the footer is the one that matches the invoices in front of you. In the example the line above reads `TOTAL NET SALES: $2,669.97` while the footer of the same eleven rows totals `$1,879.03`. The line above is counting a wider set of invoices, including ones that were never finalized, and dating them differently — so on a report about finalized invoices it is the figure least worth quoting.

Invoices that were finalized without any sales on them still appear, with zeros across every column — they are usually jobs closed with no charge rather than a fault. Where the report runs to more than one page, the footer totals only the page you are looking at, so use the printout when you need the figures for a whole period. The ADD TO FAVORITES switch beside the report title saves a shortcut to the report under your favourites in the main Reports menu.

Ask AI