Reports

Understand revenue, outstanding invoices, monthly performance and client reports.

Revenue overview

Reports can summarise invoice totals, payments received and revenue activity over the selected reporting period.

Review invoices that remain unpaid or partially paid and identify balances requiring follow-up.

Use monthly summaries and charts to compare invoicing and payment activity over time.

Where available, client reports can highlight the clients associated with the highest invoiced or paid totals.

Report availability and downloadable report features depend on your subscription plan.