Using Filters to Stay on Top of Your Invoices

Live reports are a key function of any effective CRM.

The ability to see your data as it morphs from status to status gives you the most updated and accurate view. And live reports don’t just help you keep track of your leads, jobs, and tasks, but they can also help to make sure all your invoices are sent, getting paid, or getting acted upon if they’re past due.

Creating Live Reports to Track Invoices

In order to see all your invoices in one place without having to go into each job or contact, you can create an Invoice Report inside our job management software.

To do that, go to Reports from the left navigation.

At the top right, use the action menu to select Create Invoice Report.

The first view will show you all the invoices you currently have in JobNimbus. Usually, though, you’ll want to filter this report and rearrange it to show you something a little more specific.

For instance, let’s say you want to see only the invoices that are open. For that, just mouse over the + Add Filter button and choose the Status option.

In the popup, click the input field and you’ll see your list of invoice statuses. Choose the Closed status.

Since we want to exclude the Closed status from our report, check the box that says Exclude. Click Apply and the report will be updated to show only the invoices that are still open, whether they be in a draft status, sent, open, etc.

But let’s say you also want to see which invoices have payments due in the next week, or another time period.

All you have to do is add a new filter > Due Date.

In the popup, you have several options to choose from. You can choose a set period from the drop down, newer than, older than, between (dates), and from-to two periods of time (ie. 3 weeks ago to 3 weeks from now).

To see all open invoices that are due this week, just select This Week from the drop down list and click Apply.

This is also a great way to see any invoices that are past due, as you can use the same filter to show all invoices where the Due Date was before the present time.

In fact, to get really exact you can use the Due Date filter to show all invoices who’s Due Date is Older than 1 minute.

A few more things you can do within our construction management software to get your report exactly how you want it is:

  • Add or remove columns to see the data pieces that are most important
  • Add other filters to narrow down your results
  • Add Calculations to get totals and other helpful figures
  • Sort your report to see the data in the order that you need
  • Group your report to separate types, statuses, etc.
  • Add this report to your Dashboard if you want to see it regularly

There’s plenty you can do and it’s really easy to set up any report that you want. All you have to do is experiment to discover new possibilities.

These same principles can be used on estimate reports and other reports so you can get an even better view of your operation from every angle.

If you have any questions about setting up invoice reports or any other report, leave us a comment below or send an email to and we’ll be happy to assist!

Leave a Reply

Your email address will not be published.

Grow your business

JobNimbus is more than software—it’s a true growth accelerator. Boost efficiency and maximize profit with the simple, all-in-one tool.

Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

Do you need help overcoming life's challenges?

I’m here to help! Make the first step to improve your life by reaching out today.