In Fortix the Monthly Invoice Report is used to see the billing documents that are automatically generated in the system that you issue in Invoices or invoices that you create in Accounts. This report is sorted by Job Manager and/or Other Managers.
Easily navigate to this page by typing /?monthly_invoicing_report
Navigate to the REPORTS Heading and find the Monthly Invoicing Report.
The Monthly Invoicing Report opens with the previously selected Job Manager and Other Managers that was used. The Report consists of the Project details and the amount to be invoiced with a page total at the bottom.
There are more Report options available by clicking on the More Menu. By selecting the wrench Setup, the fields can be moved and or be hidden or made visible.
Click Close when done.
If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.