Accounts Receivable & Billing
The Billing Report (Accounts Receivable) provides a comprehensive view of all invoices, their statuses, and outstanding balances across your projects. Track what's been billed, what's pending, and what's overdue — with drill-down into individual invoices and integration with QuickBooks for automated AR sync.
Navigation
Sidebar → Finance → Billing Report
URL: /overview/billing-report
Overview
The billing report displays all invoices with:
| Column | Description |
|---|---|
| Invoice # | Unique invoice identifier |
| Project / Job | The project and job the invoice is for |
| Customer | The billing customer (from CRM) |
| Amount | Invoice total |
| Status | Draft / Sent / Paid / Overdue |
| Date Issued | When the invoice was created or sent |
| Due Date | Payment due date |
| Balance | Remaining unpaid amount |
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Invoice created but not yet sent to the customer |
| Sent | Invoice delivered to the customer |
| Partially Paid | Customer has made a partial payment |
| Paid | Full payment received |
| Overdue | Past the due date with an outstanding balance |
Filters
| Filter | Options |
|---|---|
| Status | Draft / Sent / Paid / Overdue / All |
| Project | Filter by specific project |
| Customer | Filter by billing customer |
| Date Range | Show invoices from a specific period |
Creating an Invoice
Invoices in Appello can be generated from progress reports or created manually:
- Navigate to a job's financial tab.
- Click Create Invoice.
- The invoice pulls line items from the Schedule of Values (SOV) or manual entry.
- Review amounts, add holdback/retention if applicable.
- Save as Draft or Send to the customer.
Invoice PDF Export
Generate branded PDF invoices:
- Company logo and letterhead (configured in Business Settings)
- Line items with descriptions, quantities, and amounts
- Tax calculations
- Holdback/retention amounts
- Payment terms and due date
QuickBooks Integration
When connected to QuickBooks Online:
- AR sync pushes invoices from Appello to QBO
- Payment sync records payments received in QBO back to Appello
- Customer mapping links Appello CRM companies to QBO customers
See Accounting Connection for setup details.
Related Pages
- Progress Reports — Generate progress billing from SOV
- Cost Codes & SOV — Schedule of Values configuration
- Accounting Connection — QuickBooks integration