Reports

Reports are calculated automatically from your invoices, bills and expenses. In this guide, you get to know profit and loss, sales tax, income by customer, purchases by vendor and general reports.

1. Profit and loss

1. In the menu, click Reports.
2. Click Profit & Loss.
3. Here you see income, expenses and net profit.
4. With the filter, you choose paid, unpaid or all documents and the date range.

2. Tax, customers and vendors

1. The Sales Tax Report shows VAT on sales, VAT on purchases and the difference to pay.
2. Income by Customer shows the total and paid income from each customer.
3. Purchases by Vendor shows how much you bought from each vendor.

3. General reports

1. General Reports show a list of invoices, estimates or expenses based on the filter.
2. Choose the report type, for example Invoices, then the period, status or customer. Click Show Report.
3. You can print every report.
4. Done. Reports are calculated automatically from your invoices, bills and expenses.

Summary

Reports → Profit and loss → sales tax → income by customer → purchases by vendor → general reports

What's next

Next guide: Dashboard with data.