Sales Report by Financed

The Sales Report by Financed shows a list of jobs (that do not have a Contract Status of “Cancelled” or “Finance Rejected”) grouped by Financed By (located in the Payment Data Entry Screen).

Sales Report by Financed Images

Report Columns DisplayedDescription
Contract DateDisplays Contract Date from the Job Data Entry Screen
Job Sale DateDisplays the Sale Date from the Job Data Entry Screen
Job NumberDisplays the Job Number from the Job Data Entry Screen
ContactDisplays the name of the Contact from the Contact Data Entry Screen
City, State ZipDisplays the city, state, and zip code from the Contact Data Entry Screen
Job AmountDisplays the Total Contract (a total of all products entered in on the Job Data Entry Screen)
Balance DueDisplays the result of the Total Contract minus any payments that have been entered

Filtering Options (ie-Date Range)
All Records
Contract Date Range
Job Sale Date Range

Grouping Options
None

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