ARM Help

Invoice Labor Performed Report

The Invoice Labor Performed Report (its heading reads INVOICE LABOR PERFORMED REPORT (FINALIZED INVOICES)) lists every labor line on the finalized invoices in a date range, one line per labor item, with the invoice, the labor description, the amount charged, the employee it was assigned to and the package it belongs to. It is the technician-level view of the shop's labor sales. Use it to see how much labor each technician produced, to find every invoice a particular labor item was sold on, and to check the labor charged on a single invoice.

2 how-to answers 1 screenshot Open in ARM Markdown

How do I run the Invoice Labor Performed Report? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Invoice Labor Performed Report.
  2. Click the From : … To : … box beside Finalize Date and pick the first and last finalized date to include; the report reloads as soon as a range is chosen. With no dates it lists every finalized invoice since the store's beginning date. The × clears the dates.
  3. To limit the list to one technician, type the employee's first or last name into Employee Name.
  4. To find one labor item or package, type the start of its name, or an invoice number, into Search Text.
  5. Click Search to load the list, or Show All to keep the dates and clear the search and employee.
  6. Read Total: for the number of labor lines and Total Labor Amount: for the labor charged across the whole list.
  7. Click any column heading to sort by it; click it again to reverse the order. Long lists are split into pages with page links under the table.
  8. Click Print for a PDF copy in a new tab, or Download to export the list to a spreadsheet file; your store may ask for the report download permission password first. Both buttons appear only when the list has rows.
Invoice Labor Performed Report with filters and results
Invoice Labor Performed Report with filters and results

How do I see how much labor a technician produced? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Invoice Labor Performed Report.
  2. Set Finalize Date to the pay period, type the technician's name into Employee Name and click Search.
  3. Read Total Labor Amount: above the table; it is the labor charged on every line assigned to that technician in the period, across all pages. Click Download to keep the detail.
About this screen

Each line shows the INVOICE NO., the INVOICE DATE, the FINALIZED DATE, the LABOR DESCRIPTION as written on the invoice, the LABOR AMOUNT charged for it, the EMPLOYEE NAME the labor line was assigned to (blank when none was chosen) and the SERVICE PERFORMED, the package the labor belongs to. Only finalized invoices count; drafts, voided and deleted invoices are left out. The foot rows sum the labor amount of the lines on the page, show the TOTAL DISCOUNT APPLIED on those invoices and the TOTAL LABOR LESS DISCOUNT.

The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. The Invoice Part Consumption Report gives the same view for parts. Which reports you see depends on your admin group permissions.

People also ask

  • asked 1×
  • asked 1×

Ask AI