In this article, you will learn how to use the Invoice reports built into Workiz — what each report shows, when to use it, and how to make it work for your business.

What are invoice reports?

Once a job is done, the invoice is how you get paid. Invoice reports give you a clear picture of your billing activity — what's been sent, what's been paid, what's still outstanding, and what's at risk of going uncollected.

Instead of chasing down individual invoices one at a time, you can pull up a report that answers a specific question in seconds.

For example:

• “How much money is still owed to me right now?”
• “Which invoices have been sent but not paid?”
• “Are there invoices I created but never actually sent to the client?”
• “How much did I collect this month?”

Workiz has several ready-to-use invoice reports that answer these kinds of questions right out of the box. Each one is pre-configured so you can get to the answer quickly, without needing to set anything up yourself.

How invoice reports work

Every invoice report in Workiz is built on the same foundation, which means they all work the same way. Each report shows you a list of invoices, and you can shape what that list looks like using three tools:

Filters
Filters let you narrow down which invoices appear in the report. For example, you can filter to show only unpaid invoices, or only invoices created this month. If you do not set a filter, the report shows all invoices.

Grouping
Grouping rolls your invoices up into categories so you can see totals at a glance. For example, grouping by status shows you one row per status with a count and total for each — instead of listing every invoice individually.

Visible columns
Each report comes with a default set of columns — the pieces of information shown for each invoice. You can add or remove columns depending on what you want to see.

Each of the reports below comes pre-configured with sensible defaults for filters, grouping, and columns. You can use them as-is or adjust them on the fly.

Your default invoice reports

Workiz includes seven pre-built invoice reports, organized into two categories: Overview and Collections. Here is what each one does and when you might use it.

All invoices

This is your full invoice directory — every invoice in your account, regardless of status. It is the best place to start when you want to look up a specific invoice, review your full billing history, or export invoice data.

By status

This report groups all your invoices by their current status — Paid, Due, Draft, and so on — with totals for each. It is a quick way to see the overall health of your billing at a glance.

Due

This report shows every invoice that has a balance still owed — your full list of unpaid invoices. Use it as your starting point for following up on outstanding payments.

Unsent open invoices

This report shows invoices that are unpaid and have never been sent to the client. These are jobs where the work is done but the client hasn't even received a bill yet — a common source of delayed cash flow.

Aging invoices

This report shows invoices that have been sent to the client but still haven't been paid. These are your highest-priority collection targets — the client knows they owe you money, and payment is overdue.

Collections

This report shows all invoices that were paid this month, grouped by the month they were created. Use it to track how much cash you actually collected and whether your collection activity is keeping up with your billing.

Saving your own custom reports

Every report above is a great starting point, but your business is unique — and sometimes you need a report that is set up exactly the way you want it, every time.

Rather than adjusting filters or groupings every time you open a report, you can save your own version of any invoice report as a custom report. Give it a name that makes sense to you and Workiz will save all your settings so the report opens exactly the way you left it.

When you save a custom report, you can lock in:

• The date range or filters you always use
• Your preferred grouping (by status, by month, etc.)
• The columns you want to see

To save changes to a pre-built report or create a new one from scratch, you will need access to the new Custom Reports feature. To learn more, please see this help article.

Your custom reports are always available in the Reports section alongside the built-in ones. The original pre-built reports stay untouched, so you can always go back to the default if you need to.