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Billing Reports

Invoiced Sales Summary

This report provides an overview of all invoiced sales within a selected period. It includes invoice details, production names, net sales, tax amounts, and total revenue by tax region. This report helps you track revenue trends, monitor taxable vs. tax-exempt sales, and assess customer purchasing patterns.

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Accounts Receivable Aging Summary

This report tracks unpaid invoices by grouping them into aging categories (e.g., 0-30, 31-60 days). It helps you monitor overdue payments, assess customer credit risk, and improve cash flow by identifying outstanding balances that need follow-up.

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Sales Tax Summary

This report breaks down taxable and non-taxable sales by tax region, showing pre-tax revenue, tax collected, and total sales. It helps you track tax liabilities, confirm compliance with tax regulations, and reconcile collected taxes for accurate reporting and filing.

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Payment Summary

This report provides an overview of received payments, detailing invoice numbers, production names, payment dates, methods, transaction IDs, and amounts. It also tracks Stripe processing fees and net revenue after deductions. This report helps you reconcile payments, monitor transaction fees, and ensure accurate financial records.

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GL Code Report

This report categorizes sales and expenses based on General Ledger (GL) codes, summarizing total amounts for each category. It helps you track revenue and spending by product type, ensuring accurate financial reporting, budgeting, and tax compliance.

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Performance Reports

These reports summarize revenue from invoiced line items, grouped by SKU, supplier, bin location, or consignor. It tracks item quantities, pricing, discounts, and total revenue, helping businesses analyze product demand, supplier contributions, and inventory performance to optimize sales and rental strategies.

Go to Item SKU Performance Report →
Go to Consignor Performance Report →
Go to Artist Performance Report →
Go to Supplier Performance Report →
Go to Bin Location Performance Report →