The invoice app comes with three reports. A Tax report, Receivable Aging report for unpaid invoices, as well as a Receivable Forecast report for determining future money that may be collected from recurring billing cycles.

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Tax

With the Tax report, there is no more scrambling at the end of the year to determine how much you collected in tax. Just click on the tax report, select your total amount range and/or time period you need and you're done!

Below are the columns that you will find when viewing this report:

  • Tax Name - The name that you have given for your tax rate
  • Orders - Number of orders, invoices, and/or recurring plans that this tax rate has been applied to
  • Products Sold - Number of products that were sold and charged this tax rate
  • Rate - Actual rate that was charged
  • Total - Dollar amount collected in total for this tax during the time period selected


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Filter and Export

To access the filter, select the down arrow to the right of the search box. Select the criteria you want to filter on and click Apply. Please note, these filters will only be applied if you click the green Apply button at the bottom of the display, clicking outside the box will cancel your changes.

To reset your search criteria click default and the Apply button. If you want to set your own defaults, check the boxes you would like to filter on, then click Save as Default in the lower right. Now whenever you come to the Tax report, your filter options will be automatically applied (this can be used for any of the filters).

To the right of filter, you will notice that there is also an export button that will export the current search and filter you have set and convert it into an excel spreadsheet.


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Receivable Aging

This is a very powerful report, it shows every customer that has an outstanding balance on an invoice (or invoices) as well as how many days outstanding and the amount within each range. You can quickly pull this report to see your total outstanding payments and which customer is the biggest contributor to that outstanding total. The day outstanding ranges are as follows:

  • 0-30 days
  • 31-60 days
  • 61-90 days
  • 90+ days

At the top of the report, you will see a summary which gives you a sum of the total amount due that falls within each range listed above. The total in green found in the upper right represents the amount of all outstanding invoices combined


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Search, Filter, and Export

To locate a specific customer use the search box in the upper right. To search, simply type the customer name you are looking for and hit enter.

To access the filter, select the down arrow to the right of the search box. Select the criteria you want to filter on and click Apply. Please note, these filters will only be applied if you click the green Apply button at the bottom of the display, clicking outside the box will cancel your changes.


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To reset your search criteria click default and the Apply button. If you want to set your own defaults, check the boxes you would like to filter on, then click Save as Default in the lower right. Now whenever you come to the Receivable Aging report, your filter options will be automatically applied (this can be used for any of the filters).

To the right of filter, you will notice that there is also an export button that will export the current search and filter you have set and convert it into an excel spreadsheet.

Receivable Forecast

Wouldn't it be great to plan for the future? We thought so too, that's why we created the Receivable Forecast report. This report uses the current recurring plans/contracts that you have set up on your account and forecasts based on the schedule for each contract, how much money you will receive for the time period selected. Not only does it forecast it for you but it tells you the customers name, the plan template that they are using, start date of the contract, actual money collected from the plan and the number of occurrences that have actually been processed, as well as the estimated receivables and estimated number of occurrences based on the time period you selected.

The report takes it to another level, it also shows you a total of all estimated and all actual payments so you don't have to do any calculations.


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Search, Filter, and Export

To locate a specific customer use the search box in the upper right. To search, simply type the customer name you are looking for and hit enter.

To access the filter, select the down arrow to the right of the search box. Select the criteria you want to filter on and click Apply. Please note, these filters will only be applied if you click the green Apply button at the bottom of the display, clicking outside the box will cancel your changes.


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To reset your search criteria click default and the Apply button. If you want to set your own defaults, check the boxes you would like to filter on, then click Save as Default in the lower right. Now whenever you come to the Receivable Aging report, your filter options will be automatically applied (this can be used for any of the filters).

To the right of filter, you will notice that there is also an export button that will export the current search and filter you have set and convert it into an excel spreadsheet.