How to Use the Service Invoice Report

The Invoice Report in Navigator provides a comprehensive breakdown of every invoice generated within a selected date range. This tool is essential for service managers and finance teams who require visibility over invoicing activity, branch-level performance, and profitability by category. It also plays a vital role in auditing, forecasting, and internal reporting.

Unlike the Till Reconciliation Report, which only reflects paid invoices, the Invoice Report includes all invoices as they are issued, regardless of payment status.

Accessing the Invoice Report

To access the report:

1. Log into Navigator using your staff number and password.

2. On the left-hand side menu, select the Workshop dropdown.

3. Click on the Service Manager’s Toolkit.

4. At the top of the screen, select the Reports tab.

5. Click the Invoice Report icon.

Using the Report

Date Selection

• The system prompts you to select a date range.

• Only invoices created within that range will be displayed.

Multi-Branch Reporting

• If your organisation operates multiple workshops, you can:

  • View all branches collectively.

  • Filter by individual branch.

  • Compare performance across branches.

Filtering Options

You can filter the report by:

• Invoice Type (e.g. retail, warranty, internal)

• Branch

• Date range

What the Invoice Report Shows

• Invoice details: Each invoice raised within the specified period.

• Profitability: Shows profitability across:

  • Parts

  • Subcontracts

  • Oil sales

  • Non-labour charges

• Technician Association: All invoiced time is assigned to the first technician who clocked onto the job.

• Account Posting: For account jobs, the invoice value posts immediately to the customer’s account upon invoicing, even if the job hasn't been released.

Key Differences from the Till Reconciliation Report

Summary

The Invoice Report is designed to give a real-time view of invoicing activity across the service operation. It allows teams to:

• Track invoicing volume and trends

• Monitor profitability by job category

• Audit technician job associations

• Review multi-branch financial performance