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Which reports can I generate with Express Invoice?

Express Invoice provides the following reports:

  • Unpaid Accounts: This report lists all customer accounts for which money is currently owed; i.e. the customer's account balance is positive.
  • Invoices: This report lists all invoices created within the specified reporting period.
  • Quotes: This report lists all quotes created within the specified reporting period.
  • Orders: This report lists all orders created within the specified reporting period.
  • Payments: This report lists all payments received from customers within the specified reporting period.
  • Salesperson: This report lists the total amount invoiced by each salesperson within the specified reporting period, showing each salesperson's total as a percentage of the whole company's invoices for that period.
  • Item Sales: This report lists the total number of each item which was invoiced for, during the specified reporting period.
  • Items Per Customer This report lists the items invoiced by a specific customer, during the specified reporting period.
  • Inventory: This report list the current quantity of all items for which inventory is managed.
  • Customers: This report lists the customers and their information.
  • Customer Sales: This report shows totals of sales revenue and sales tax for each customer, during the specified reporting period.
  • Aging Accounts: This report lists all accounts receivable that are outstanding and when they are due.

 

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