Understanding your reports

Sales, collections, outstanding balances and lead sources.

Reports (owners and admins) show:

  • Sales (invoiced) and collections (payments received) for any period
  • Monthly revenue & collections side by side
  • Outstanding by customer, grouped by how overdue it is (not yet due, 1–30, 31–60, 61–90, 90+ days) — export it as CSV
  • Collections by method — cash, bank, mobile wallets, card
  • Top customers and lead sources & conversion

Was this helpful? Contact us if you need more help. Contact · Updated Nov 1, 2026