Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home

  • Getting Started

    • Logging Into DesignSmart

      • Address Book

        • AI Tools

          • Client Deposits

            • Client Portal

              • Damaged Goods

                • DesignSmart Companion

                  • Executive Dashboard

                    • Expediting (Order Tracking)

                      • Finishes

                        • Freight

                          • Images

                            • Invoices

                              • Items

                                • Optional Modules

                                  • Overture

                                    • PaySmart

                                      • Personal Preferences

                                        • Pick Lists

                                          • Products

                                            • Projects

                                              • Proposals

                                                • Purchase Orders

                                                  • Reports

                                                    • Specifications

                                                      • System Settings

                                                        • Tasks

                                                          • Technical Support

                                                            • Templates

                                                              • Training

                                                                • Timesheets

                                                                  • Troubleshooting

                                                                    • Vendor Deposits

                                                                      • Home
                                                                      • keyboard_arrow_right Reports
                                                                      • keyboard_arrow_right Invoice Projection Reports

                                                                      Invoice Projection Reports

                                                                      There are two Income Projection reports. 

                                                                      Both reports indicate the amount of money that has not been invoiced, but is projected to be invoiced at a future date.

                                                                      Step 1: 

                                                                      Before you can run this report you will need to select Set Projected Invoice Date from the Actions drop-down. This will bring up a box where you can enter a date in the Projected Invoice Date.

                                                                      This date will be shown on the Status Tab of the Item Detail View.


                                                                      Step 2: 

                                                                      Go to the Project List View. If you want to run this report on only a select number of projects then click the + to select them.

                                                                      Section Report Name
                                                                      Invoice Projection Report Invoice Projection Report

                                                                      Was this article helpful?

                                                                      sentiment_satisfied

                                                                      Yes

                                                                      sentiment_dissatisfied

                                                                      No

                                                                      © 2025 DesignSmart All rights reserved.

                                                                      Knowledge Base Software powered by Helpjuice

                                                                      Expand