Running a report
Pick a ready-made report, set the dates, switch between invoiced and collected, click into any row, then export it or have it emailed on a schedule.
0:48 · Reports · Growing and managing
Transcript
Which kind of customer brought in the most this year? What came in last month, and how was it paid? Reports has these answers ready. Reports is a library of standard reports, grouped by the question they answer. Sales, money owed and collected, jobs and operations, and accounting and taxes. Open one. Totals up top, a table below. Change the dates. Your own billing cycle is one of the choices. Switch between what you invoiced and what you actually collected. Your accountant will ask for both. Click any row to see the invoices or payments behind that number. Export a PDF with your logo, or a spreadsheet. Or schedule it, and PortaPro emails it to you every week, every month, or at the close of each billing cycle.
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