Revenues by

The Revenues by screen is accessed from the Revenues & Costs tab by clicking a Revenue value in the Revenues by Customer, Revenues by Salespeople, Revenues by Group, or Revenues by Unit sections.

Use the Revenues by screen to view a detailed view of the revenue selected.

Sorting options on the Revenues by screen are:

Sort by
Field Description
Type Sort the revenue results by type.
Date Sort the revenue results by date.
Invoice Number Sort the revenue results by invoice number.
Account Number Sort the revenue results by account number.

Fields on the Revenues by screen are:

Field Description
Type

The invoice type code, represents the type of invoice. Invoice types may include:

  • R = Rental
  • P = Parts
  • S = Service
  • G = General
  • ES = Equipment Sales
Date The date the invoice was generated.
Invoice Number The invoice number.
Stock Number The stock number of the unit on the invoice.
Name The name of the customer.
Description A brief description of the invoice.
Amount The invoice amount.
Account Number The account number receiving the invoice total.

Click an Invoice Number to view a preview of the selected invoice.

Click a Stock Number to open the Equipment Profile screen.

Click a Name to open the Customer Profile screen.

Click Close to close the Revenues by screen and return to the Revenues & Costs tab.

Revision: 2026.01