Reports: Pending Revenue and Tickets Unpaid

The Pending Revenue Report provides a summary of all tickets NOT in Closed status that have ticket items and payments recorded on them.

The Tickets Unpaid Report allows you to view a full list of any tickets with a balance due.

These reports are great tools for clearing up any tickets with payments owed to you and for closing out any tickets that have paid their balance due — ensuring the tickets have properly recorded for revenue and cost of goods (COGS) reporting, according to our Accounting Principles.

Additional Reporting Resources

Reports: Receivables and Invoice Aging

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Viewing the Pending Revenue Report

1. On the Reports page, click the Accounting dropdown along the top row of report categories. From the available list, click Pending Revenue.

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2. Use the filter to select any/all locations and click Apply Filters to run the report.

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3. The report will include the total payments and payout amounts, the number of ticket items on these tickets, sales amounts for these tickets, discounts, and tax liability for these tickets.

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Viewing the Tickets Unpaid Report

1. On the Navigation Bar, go to Reports.

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2. On the Reports page, click the Accounting dropdown along the top row of report categories. From the available list, click Tickets Unpaid.

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3. Use the available filters to scope results based on the assigned parameters.

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  • Date Range - Filter for a range of dates based on when the ticket was created.
  • Ticket Status - Filter for all tickets or tickets in specific statuses.
  • Location - Select the location(s) for tickets at specific stores.
  • Billing Agent - Select any/all applicable Billing Agents.

 

4. Once you have set your filters, click Apply Filters to run the report.

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5. The report will include a list of all tickets with their current status, applied payments, and the balance due.

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7. Uner the Ticket and Customer columns, you can click links to view the unpaid ticket and customer profile, respectively.

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Note: We recommend opening the links in a new tab, so you don't have to run the report multiple times. Be sure to close all extra tabs before making changes in RepairQ.

 

6. On the upper-right corner of the page you will have the option to Export to Excel and Hide Filters. The export will include data matching your filtered results.

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