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Reports

Customers & Receivables​

  • New Customers
  • A/R Aging Summary
  • A/R Aging Detail
  • Customer Balances
  • Open Balances
  • Overdue Invoice Summary
  • Overdue Invoice Detail
  • Upcoming Invoices
  • PDF Invoice Export
  • PDF Statement Export

Income​

  • Income by Product Summary
  • Income by Customer Detail
  • Income by Sales Rep Summary

Discounts​

  • Discounts Given

Accountant & Taxes​

  • Sales Tax Detail
  • Sales Tax by Invoice
  • Tax-Exempt Customers

Logs​

  • Admin Logins / Security Log
  • System Log
  • Webhook Log
  • REST API Log
  • Email Log
  • Undeliverable Emails

Subscriptions & MRR​

  • MRR (Monthly Recurring Revenue) Summary
  • MRR Detailed Drilldown
  • Customer Churn
  • Upcoming Cancellations
  • Cancellation Details

Payments & Pay Methods​

  • Upcoming One-Time Payments
  • Failed Payments
  • Recovered Payments
  • Today's Refunds & Payments
  • Daily Cashflow
  • Credit Cards Expiring Soon
  • Recently Expired Credit Cards
  • Customers without a Credit Card/ACH Account
  • Payment Method Statistics

Products​

  • Invoices with Products
  • Subscriptions with Products

Lists​

  • All Customers
  • All Contacts