Where To Access Invoice Statistics
 

You can now find detailed invoice insights in the following locations within ServiceBox:

1. Invoice List View

From the main invoice list, look to the right-hand panel where you'll find comprehensive invoice statistics displayed for quick reference.

2. Work Order List View

Head to your list of work orders. The right-hand panel displays work order status data followed directly by invoice statistics.

If you find the invoice statistics section too busy or distracting in the Work Order List View, you can reach out to support@getservicebox.com. The ServiceBox team can turn off this component upon request.

 

3. Inside a Specific Work Order

Open an individual work order. Within its invoice list, invoice statistics appear on the right. If the invoice is linked to a quote, quote statistics will appear as well.
Note: The invoice list within an individual work order has been made more compact and streamlined for easier viewing.  

Understanding the Invoice Statistics Structure

Invoice statistics are divided into two sections:

1. Open Invoices

This segment summarizes all invoices currently considered open, meaning they are not marked as Paid, Voided, in your system.

Examples of possible open statuses (based on your ServiceBox configuration):

  • - Draft
    - Submitted
    - Submitted - In Progress
    - Paid in QuickBooks Online (depending on settings)

Why might “Paid in QuickBooks Online” appear under Open Invoices?

If this status is not flagged as “paid” in your settings, it will still be considered “open.”

To adjust:

  • - Navigate to Settings > Invoices & Statistics
    - Find the invoice status: e.g., “Paid in QuickBooks Online”
    - Set the “Paid” flag to Yes to treat it as a paid invoice

2. Paid Invoices and Payments

  • This section gives a summary of:
    - Invoices that are marked as Paid
     - Actual payments received during the selected time frame

Important Clarification

The data in this section is based on the “Invoice Date”, not the date the invoice was created or paid. This means:

Only invoices with an invoice date within the selected range (e.g., “This Fiscal Year to Date”) are included.

This is essential for aligning with accrual-based accounting and understanding revenue recognition.

For example, in the provided screenshot:

  • - The “Invoice Dates in the Period” from Feb 1, 2025 to June 9, 2025 includes:
    - 4 Submitted Progressive Invoices (Total: $2,214.99)
    - 3 Drafts (Total: $9,196.05)
       - 1 Paid in QuickBooks Online (Total: $52,282.68)

Despite being marked as paid or still in draft, these are only shown because their invoice date falls within the period, which accurately reflects the revenue activity in that fiscal window.

Why This Matters

Using Invoice Date:

  • - Ensures consistent revenue tracking
    - Aligns with financial reporting standards
     - Helps you monitor cash flow trends and detect potential payment issues

Additional Features

  • - Flexible Date Filters: Select predefined ranges (e.g., “Last Month,” “This Year”) or set a custom range
     - Zero Totals? Check whether invoices are marked correctly as “Paid” or if no payments have been applied

Need Help?

If you’re uncertain about invoice status settings or how dates affect reporting:

Contact Support: support@getservicebox.com
 We’re happy to walk you through adjustments to match your business needs.