The Franchise Invoicing Report - Summary View is ran against the items that were billed against a franchisee in a selected date range. This report shows a summary of all the AR Invoices in a selected period of time, including the Credits and Payments for specific fees.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Franchise Item | A billed item from a franchise created in R365. |
Customer | A listing of all franchisee locations. |
From Date | The beginning date for the report. |
To Date | The ending date for the report. |
Amount Remaining | This option allows the “Amount Remaining” column to appear on the report to detail how much a franchisee still owes on billed items. |
Run Button | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. |
Report Columns
Field/Column | Description |
|---|---|
Customer # | The numbers assigned to franchisee locations, as of the franchisee location record. |
Customer Name | The names of the franchisee locations. |
Invoice Number | The invoice numbers from AR transactions. |
Invoice Date | The dates the AR invoices were created. |
Item | The fees that are billed to the franchisee locations. |
Comment | The invoice document date until the due date. |
Description From First Line | This is the location of the franchisee as well as any additional information connected to the fee. |
Net Sales | The amount of net sales from the selected date range. |
Amount | The amount billed per item. |
Credits and Payments | The amount paid against each item fee. |
Amount Remaining | The amount still needing to be paid. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
