Reports & statements
Understand your numbers. Plan with confidence.
13 step-by-step guides
Aging Report: review overdue balances
Identify outstanding invoice balances by aging bucket.
5 steps · 2 min readRevenue Report: review sales over time
Generate revenue figures for a selected date range and grouping.
4 steps · 2 min readPerformance Report: compare sales and purchases
Review monthly sales, purchase, and profit/loss from invoiced orders.
5 steps · 2 min readDiscount Report: review invoice discounts
Find amount and percentage discounts and trace them to their invoices.
5 steps · 2 min readReceipt Report: review money received
Search customer and vendor receipts in one money-in report.
5 steps · 2 min readPayment Report: review money paid
Search customer and vendor payments in one money-out report.
5 steps · 2 min readCancelled Report: review cancelled records
Inspect cancellation history and eligible order copies.
5 steps · 2 min readCustomer Statement: review receivables
Generate a customer statement or an all-customer view.
5 steps · 2 min readVendor Statement: review supplier balances
Generate a vendor statement and follow its running balance.
5 steps · 2 min readFind the report you need
Choose between aging, revenue, cash movement, and cancellation reports.
5 steps · 2 min readReview your agency’s gross profit
Explore gross profit and profit after sharing by customer, vendor, or staff member.
5 steps · 2 min readReview customer and vendor statements
Follow account activity and understand outstanding balances.
5 steps · 2 min readFind a booking with Reference Search
Search across bookings, invoices, customers, and transactions.
5 steps · 2 min read