Storage Invoices Report

The Storage Invoices report provides visibility into all storage-related invoices across your organization. Use this report to track invoice revenue, outstanding balances, payment statuses, and billing trends over time for your storage projects.

Use This Report to Answer Questions Like:

How much storage invoice revenue did we generate this month?
Which storage invoices are currently overdue or unpaid?
What is the total outstanding balance across all storage invoices?
How do invoice volumes and revenue trend over time by week or month?
Which branches or project types are generating the most storage invoice revenue?

Report Inputs (Filters at the Top)

Use the filters at the top of the report to narrow results. All filters are optional. When a filter is not set, all matching data is returned.

Input	Description
Invoice Date	Set the date range for invoices to display. Defaults to the last 30 days. Use the preset options (Last 7 days, Last 30 days, etc.) or enter a custom range.
Date Window	Controls how the charts group data over time. Options: Daily, Weekly, Monthly, or Yearly.
Branch	Filter by one or more branches (organizations) within your company.
Project Type	Filter by storage project type. Multiple project types can be selected. By default, all storage project types are displayed.
Project Tags	Filter by project-level tags applied to storage projects.
Invoice Status	Filter by invoice status. Options include Scheduled, Unpaid, Paid, Overdue, and Finalized. By default, all statuses are selected.
Payment Status	Filter by payment status based on invoice payment progress. Options: Unpaid, Partial, Full, and Overpaid.
Search	Search by customer name, invoice number, or project number to find specific invoices.

How Filters Affect the Data:

All filters apply across the charts and data table simultaneously.
The Invoice Date filter controls which invoices are included based on their invoice date. Invoices outside the selected range will not appear.
The Date Window setting only affects how the Revenue, Balances, and Invoices charts group data — it does not filter out any records from the data table.
Invoice Status and Payment Status filters can be combined to narrow results (e.g., show only Overdue invoices that are Unpaid).

Report Sections

1 - Revenue Chart

A bar chart showing total invoice revenue over time, grouped by the selected Date Window (Daily, Weekly, Monthly, or Yearly). Revenue is broken down by invoice status using the color-coded legend. Use the dropdown in the top-right corner to change the grouping metric.

2 - Balances Chart

A bar chart showing remaining invoice balances over time, grouped by the selected Date Window. This helps identify periods with high outstanding balances. The chart uses the same invoice status color coding as the Revenue chart.

3 - Invoices Chart

A bar chart showing the count of invoices over time, grouped by the selected Date Window and broken down by invoice status. Use this to monitor invoice volume trends and identify periods with high numbers of unpaid or overdue invoices.

4 - Invoices Data Table

A detailed table listing every invoice that matches the current filters. Each row represents one invoice. Click on any linked Invoice ID or Client name to navigate directly to that record in Supermove.

Column	Description
Invoice	The invoice identifier. Click to open the invoice in Supermove.
Project	The project number associated with this invoice. Click to open the project.
Client	The billing client name. Click to open the client record.
Status	The current invoice status (Scheduled, Unpaid, Paid, Overdue, or Finalized).
Payment Status	The payment progress on this invoice: Unpaid, Partial, Full, or Overpaid.
Amount	The invoice grand total.
Balance	The remaining unpaid balance on this invoice.
Sales Tax	The total sales tax amount on this invoice.
Invoice Date	The date the invoice was issued.
Due Date	The date payment is due.
Project Type	The storage project type (e.g., Long Term Storage, Military Storage).
Branch	The branch handling this project.
Project Tags	Any project-level tags applied to this project.
Project Name	The name of the project.
Created By	The user who created this invoice.
Updated By	The user who last updated this invoice.
Payment Term	The payment term set on the invoice (e.g., Net 30).
Salesperson	The salesperson who booked the project.
Coordinator	The coordinator assigned to the project.
Customer Email	The email address of the primary contact on the project.
Container Count	The number of storage containers assigned to this project.
Weight	The recorded weight of goods stored for this project.

Customizing the Data Table

In the top-right corner of the Invoices data table, click the gear icon to customize which columns are displayed. You can add or remove columns based on your needs. For example, you can include Payment Term, Customer Email, Container Count, or Weight columns, and the table will update immediately.

Export Options

Click the download icon in the top-right corner of any chart or the data table to export as a CSV or PDF file.
Exported data reflects all currently applied filters.
Use the exported CSV for further analysis in Excel or Google Sheets, or for sharing with team members who do not have access to Supermove.

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