Reports
Review sales and payment activity for a selected date range and print or save the result as PDF.
Report types
| Report | Shows |
|---|---|
| Sales Summary | Summary metrics, sales documents, and payments. |
| Invoices | Invoices in the selected range. |
| Quick Sales / Receipts | Receipt transactions. |
| Payments | Payment activity. |
| Outstanding Balances | Non-void invoices with money still owed. |
Filters
Filter by customer, status where applicable, date range, and sort order. Choose Run Report after changing criteria.
Summary metrics
The Sales Summary includes Total Sales, Payments Received, and Outstanding Balance.
Print / Save PDF
Use Print / Save PDF and choose a PDF destination in the browser print dialog.
Current beta: PDF output uses the browser print system.