Category: How to Docs

This report shows records of sales per salesperson and it includes invoices for payments not yet received. This report also shows sales amount and sales amount with tax. This report will be helpful in identifying the salesperson who is making the most number of sales. This report can be created in three different sections they […]

This report shows the record of invoices and it includes invoices for which payment not received. This report also shows the invoice creation date and the due date of that invoices. This report will be helpful in identifying the paid, unpaid, and invoices that were saved as a draft. This report can be created in […]

This report shows the record of estimates and it includes estimates which were saved and sent. This report also shows the estimated creation date and expiry date. This report will be helpful in identifying sent estimates and those estimates saved as a draft. This report can be created in three different sections they are Current, […]

This report shows records of bills and it includes bills which have not been paid. This report also shows the invoice bill date and the due date of that bills. This report will be helpful in identifying the bills which were saved as a draft and the bills which have been sent to the customer. […]

General report shows all the transactions from all accounts for specific given dates. This report shows the totals for each account and from here you can view details of each transaction. This report is unhelpful in checking every transaction that occurred a specific period of time.  This report can be generated in three different date […]

Profit and loss by the item is a financial report that shows company’s revenues and expenses for a mentioned specific period of time for a specific item. This report can be created in three different sections they are Current, Previous, and Custom. The current report can be created by using Today, Current Month, Current Year, […]

Balance sheet is a financial statement that shows company assets, liabilities, equity. This is one of the important reports because it shows the company assets, liabilities, and equity for the given period of time and which in turn it shows the company’s financial status. This report can be created in three different sections they are […]

This is another important report because it shows the company’s liquidity position. The amount of cash that the company receives from customers or pays out to creditors is known as cash flow. This is another important report because it shows the company’s liquidity position. You can analyze from where the money is coming in and […]

This report shows records of sales per customer and it includes invoices for which payment has not been received. This report also shows sales amount and sales amount with tax. This report will be helpful in identifying repeat customers. This report can be created in three different sections they are Current, Previous, and Custom. In […]