Next month, we are introducing a new Reports section to help you understand invoices, payments, customers, products, tax, and receivables more clearly.
What will be included
The first version of reports is focused on the views most businesses need after creating invoices and recording payments.
- Revenue summary with billed, collected, outstanding, and average invoice value
- Monthly revenue trend
- Invoice status report with paid, partial, unpaid, and overdue tracking
- Aged receivables report
- Tax report
- Top customers report
- Customer statements
- Top products report
- Currency scope options, including selected currency and all currencies
- CSV export support for report data
Why this matters
Invoices and payments are useful day to day, but reports help answer bigger questions: how much was billed, how much was collected, which invoices are overdue, which customers have balances, and which products are moving.
Feedback welcome
This feature is currently being finalized and tested. Feedback is welcome, especially on what reports or export formats would be most useful for your workflow.
Follow the project on GitHub or check the updates page for release notes.