Report objective
This report shows the total income, total paid, and total commissions earned in a selected period. It helps administrators know the billed income, total paid to vendors, and the agency's profit.
Considerations
- The report uses data from permits and services that have been invoiced.
- By default, the report will show the information for the current month.
Summary of Totals
The summary shows three values: Permit Receivable (total amount invoiced to customers), Permit Payables (total vendor costs), and Permit Income (total agency fees earned) for the filtered period.
Permit Income =
Permit Receivable −
Permit Payables
Main columns explained
Below are the main columns shown in the report.
| Column |
Description |
| Date |
Date the invoice was generated. |
| Invoice Number |
Invoice number. |
| Customer |
Legal name of the billed customer. |
| Office Name |
Office the invoice belongs to. |
| Agent Name |
Agent who generated the invoice. |
| Description |
Description of the billed item. |
| Transaction Type |
Category or type of the cost item (e.g., agency fee, permit, extra charge). |
| Unit Price |
Unit price of the item. |
| Quantity |
Number of units of the item. |
| Agency Fees |
Amount when the item corresponds to an agency fee; empty if it is another type of cost. |
| Vendor Cost |
Amount when the item corresponds to a cost paid to the vendor; empty if it is an agency fee. |
| Total |
Total amount of the item (unit price × quantity). |