The billing reports

The reports that read the money: what is unbilled, what is owed, what a repair earned, and what it consumed.

Thirteen of the twenty-seven reports follow a repair from the work done to the money collected. Between them they answer the question a workshop asks at the end of every month: what did we do, what did we charge for it, and what has actually arrived?

Highlights

Uninvoiced Repairs is the one that finds money you have forgotten to ask for.
Repair Profitability is the only report that reads cost as well as price.
Parts Consumption connects the workshop to the stockroom.
Six of these thirteen are shared platform reports, so they read company-wide.
Run them on a finished period, or the comparison is against a part-month.

Work you have not billed

The Uninvoiced Repairs report, badged REPAIR BILLING, with columns Ticket, Date, Customer, Technician, Age (Days), Services, Parts and Total Unbilled, sorted oldest first. The oldest is RPT-00004 for Coventry Press Tools at 124 days with 1,488.96 pounds unbilled, followed by RPT-00011 for Chiltern Quarry Products at 118 days with 1,718.88 pounds, and RPT-00016 for Brackenridge Engineering at 112 days with 4,662.90 pounds. Later rows include RPT-00046 for Ayrshire Dairy Systems at 8 days with 6,097.08 pounds. Ticket numbers are links. — Uninvoiced Repairs, oldest first. Everything on this list is work you have done and not asked to be paid for.

Repair billing reports
Field	What it does
Uninvoiced Repairs	Finished work with no invoice against it, aged so the oldest surfaces first. The single most valuable report in the catalogue for most workshops.
Deposits and Balance Due	Money taken at intake against money still to collect.
Repair Profitability	What a repair earned against what it cost, which is why the cost price on a service is worth setting properly.
Ticket to Invoice Reconciliation	Whether what was billed matches what was recorded on the ticket. The report that catches a conversion run twice.

Parts, customers and the money in

The remaining billing reports
Field	What it does
Parts Consumption Summary	What repairs actually used, which is what your reordering should be based on.
Stock Summary	What you hold. A shared platform report, so it covers all stock rather than repair stock.
Repairs by Customer	Who sends you the most work, by volume and by value.
New vs Returning Customers	Whether the workshop is growing or recycling the same names.
Invoice Details	Every invoice in the organisation. Shared, so not filtered to repairs.
Customer Balance Summary	What each customer owes overall. Also shared and company-wide.
Payments Received	Money in. Shared, and therefore broader than the Repairs payments screen.
Purchase Order Details	Every order raised. Shared.
Receive History	What arrived against those orders. Shared.