Reporting for Toast Invoicing

In this Article:

• Toast Invoicing: Reporting Overview
• Paid Invoices
• Fulfilled/Completed Invoices

Toast Invoicing: Reporting Overview

With the Toast Invoicing feature, you can send your guests an invoice for catering orders or private events. Learn more about how to send an invoice in this Toast Central article: Send an Invoice to Your Guests.
 

Orders created using Toast Invoicing appear in Toast reports differently, depending on the fulfillment date and when the invoice was paid.
 

Payments, net sales, and tips will be reflected in the Sales Summary report differently, depending on when the invoice was paid and fulfilled. The same will be the case for items sold.
 

Nothing will be reported on the day that the invoice is sent. Additionally, the payment due date is not considered in reporting. The sections below will describe where to find data based on whether the invoice was paid or fulfilled. 


 

Paid Invoices

The day the invoice is paid, payment will appear within the Credit calculation in the Sales Summary report (depending on the type of credit card used). It will also be included in the Paid in Total for that day. The check associated with the invoice will close automatically when the invoice is paid. You do not need to manually close the check.
 

Note: Sales (under Net Sales) will not appear until the fulfillment date. 

Fulfilled/Completed Invoices

The day the order or invoice is fulfilled/completed, sales, tax, and tips will appear in the Sales Summary report under Net Sales, Tax Amount, and Tips. Payment will not show on the fulfillment day unless the invoice is paid and fulfilled on the same day.  

The items included on these invoices will appear in Menu reports on the day the invoice was fulfilled or completed.