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.
