For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

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