Accounts Receivable – Refunds and Credits Reporting

Invoice Scorecard and KPI’s figures have been added to accommodate Refunds and Credits. In addition, some figures have been renamed.

· New figures have been added for credits.

· New figures have been added for net sales, invoice minus credits.

· Invoice figures have been renamed for clarity.

Invoice Scorecard Changes

Original Name	New Name for Sales	Added for Credits	Added for Net Sales
Add on invoices	Add-On Sales	Add-On Credits
Add on tasks	Add-On Sales Tasks	Add-On Credit Tasks
Average sale (money invoices)	Average Money Sale	Average Money Credit
Invoices posted	Sales Invoices Posted	Credits Posted
Diagnostic only invoices	Diagnostic Only Sales	Diagnostic Only Credits
Money Invoices	Money Sales	Money Credits
Money tasks	Money Sales Tasks	Money Credit Tasks
No-charge invoices	No-Charge Sales	No-Charge Credits
Total Add-On Sales	Total Add-On Sales	Total Add-On Credits	Total Add-On Net Sales
Total sales	Total Sales	Total Credits	Total Net Sales
Standard hours	Standard Hours (sales)	Standard Hours (credits)	Standard Hours (net sales)
Average sale	Average Sale	Average Credit
Add on tasks per invoice	Add-On Tasks Per Sale	Add-On Tasks Per Credit
Add on invoice CR	Add-On Sale CR
Money invoice CR	Money Sale CR
Money tasks per invoice	Money Tasks Per Sale	Money Tasks Per Credit
Sales per hour worked	Sales Per Hour Worked	Credits Per Hour Worked	Net Sales Per Hour Worked
Standard hours efficiency	Standard Hours Efficiency

KPI Changes

Existing Name for Sales	Added for Credits	Added for Net Sales
Invoices that Contain Add-On Items	Credit Memos that Contain Add-On Items
Number of Add-On Items on Invoices	Number of Add-On Items on Credit Memos
Average Sale for Money Invoices	Average Refund for Money Credit Memo
Invoices Posted	Credit Memos Posted
Diagnostic Only Invoices	Diagnostic Only Credit Memos
Money Invoices	Money Credit Memos
Money Tasks on Invoice	Money Tasks on Credit Memos
No-Charge Invoices	No-Charge Credit Memos
Total Add-On Sales	Total Add-On Refunds	Total Add-On Net Sales
Total Invoice Sales	Total Refunds	Total Net Sales
Standard Hours (sales)	Standard Hours (credit memos)	Standard Hours (net sales)
Average Invoice Total	Average Credit Memo Total
Number of Add-On Items Sold per Invoice	Number of Add-On Items Sold per Credit Memo
Add-On Invoice Closing Ratio
Money Invoice Closing Ratio
Money Tasks Per Invoice	Money Tasks Per Credit Memo
Sales Dollars Per Hour Worked	Refund Dollars Per Hour Worked	Net Sales Dollars Per Hour Worked
Standard Hours Efficiency
Total Invoice Sales (non posted)

Other Reports

TBD