Reports

Summary of information that made useful in business nature.

• Statement of Account

• Debtor Aging

• Sales

• Profit & Loss

• Taxes

Statement of Account

{info} The ledger of selected customer's transaction, along with customer's invoice aging information.

Criteria

1. Customer information must exists.
2. The selected customer have invoices and payments.

Steps

1. Select date range from the dropdown options
   
   
2. Set From Date and To Date to capture the transactions between two dates
   • Select Date Range field will help you auto adjust these two dates base on your selection
3. Select a customer from the dropdown options to display
   
   
4. Click
5. The report will be generated 🎉

Debtor Aging

{info} Open invoices' aging for all your customers.

Criteria

1. Customer information must exists.
2. The selected customer have invoices and payments.

Steps

1. Select Date, it will capture the transactions from current date to selected date.
2. Adjust the columns you may need, all will be showed by default.
3. Click
4. The report will be generated 🎉

Sales

{info} Amount of sales made and shown by customers / products grouping

Criteria

1. Customer information must exists.
2. The selected customer have invoices.

Steps

1. Select date range from the dropdown options
   
   
2. Set From Date and To Date to capture the transactions between two dates
   • Select Date Range field will help you auto adjust these two dates base on your selection
3. Select a Report Type to display either group by customers / products
4. Click
5. The report will be generated 🎉

Profit & Loss

{info} Summary of the revenues, costs, and expenses incurred

Criteria

1. Products & Services is linked with Chart of Account, see How to create Products & Services > Associated Account
2. Expenses is linked with Chart of Account, see How to create Expense > Category (Associated Account)
3. Customer information must exists.
4. The selected customer must possess invoices.
   • Invoice's Products & Services are linked with Chart of Account
5. Expenses information are created.

Steps

1. Select date range from the dropdown options
   
   
2. Set From Date and To Date to capture the transactions between two dates
   • Select Date Range field will help you auto adjust these two dates base on your selection
3. Click
4. The report will be generated 🎉

Taxes

{info} Tax / Discount made for the invoices

Criteria

1. Invoice has included discount / tax amount.
2. The invoice is fully paid.

Steps

1. Select date range from the dropdown options
   
   
2. Set From Date and To Date to capture the transactions between two dates
   • Select Date Range field will help you auto adjust these two dates base on your selection
3. Click
4. The report will be generated 🎉