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. Learn more about how to send, export, or print this report.