Invoices & Revenue

Invoice headers and line-item detail from QuickBooks, with product and customer breakdowns for revenue analysis.

Use it to:

• See which products and customers drive your top line

• Check AR aging and find overdue invoices

• Drill into line-item detail to understand product mix

• Track invoice status (paid, open, overdue) and days outstanding

Invoice metrics

Metric	What it tells you	Notes
Total amount	Invoice total in your base currency
Balance	Amount still outstanding	Zero means fully paid
Due date	When payment is expected	Compare to today for aging
Days past due	How overdue the invoice is	Only meaningful for unpaid invoices
Customer	Who the invoice was sent to
Status	Open, paid, or voided

Invoice line detail

Metric	What it tells you	Notes
Product / service	The item on each line
Quantity	Units sold on this line	Units vary by item (cases vs. eaches). Do not sum across items without normalizing
Unit price	Price per unit on this line
Line amount	Total for this line
Revenue line flag	Whether this line is a sales revenue line	TRUE only for 41xxx sales account families
Account family	The account number prefix grouping	Useful for filtering by revenue type or expense category

Revenue line scope. The revenue flag covers core sales (41xxx account families). If you need a broader revenue definition that includes allowances or adjustments, filter by account family directly rather than relying on the flag.

QuickBooks only. Invoice data comes from QuickBooks Online. If your company uses NetSuite, this page will not have data. Your financial statements and general ledger are still available.