Our application has several reports so you can look at the details of your business. Head over to Admin > Reports to see them all. In this article we will be covering the Sales Reports section.
Daily Sales Report (old)
This report will allow you to select a date range and display how many paid invoices you had, per day, within the specified time range. You also have the option to include unpaid Invoices, by day, within the specified time range. Because this report shows paid invoices, if you are needing to see partially paid invoices, refer to the report below.
Along with the invoices, beneath each day you will be able to see how much you made via each payment method. This report is able to be exported to PDF as needed as well.
Daily Sales Report*
In this report you will be able to select one of the already established date ranges to see payments per day.
The difference between this report, and the Daily Sales Report (old) is that this shows payment per day, where the other shows paid invoices per day. So, if you have partially paid invoices, you'll be able to see the money you have received in this report. You will also have more details on how the invoice was paid, and when the payments were made, so for invoices paid with several different payments.
This report is able to be exported to a CSV.
This report will break down each transaction on the line item level, giving you as much detail on your transactions as possible. So you can see how each line item was paid for, as well as the associated Invoice it was on, employee, and several other details as well.
Also, after selecting a date range, you'll be able to see Total Price, Total Extended, and Total Extended Net. When you're finished, you are able to export this to a CSV as needed.
Sales Summary by Customer
This report will give you view on payments your customers have made, on the payment level, and will include all of their contact details. It will also show you balance due if they have made a partial payment.
For example, if John Doe has an invoice for $100, and makes a payment for $20 dollars, the report will show the John Doe has paid $20, and has a balance due of $80. If John Doe makes a second payment the next day for another $20, the report will update his line to show that he has paid $40, and still owes $60.
You will also be able to tell how much total a customer has paid you, along with other more detailed information. This report is useful to find which customers still owe you money within what ever time frame you specified.
Sales by Product
This report will give you visibility on each of your inventory items sold within the time range you specify. For example, of you choose Month to Date, you can see how many Widgets you sold, and the average cost, price, etc in that time range.
Once you are finished you can export to a CSV as needed.
Parts Sales - BETA as of 9/24
This will give you visibility on parts you have sold.
This report will provide an at-a-glance view of the work that as come through your company, including tickets, estimates, gross, net, and more.
The totals provided on this report will not include any sales tax. Also, only paid invoices created the day of will appear here. For example, an invoice created 2 weeks ago but paid today will not appear on the 'Today' portion of this report.