The Revenue Report shows how much income your business has collected over a period, where it came from, and what’s still owed. It’s a quick way to track financial performance month by month.
Where to find it
Open Reports, then in the Sales & Invoicing section click Revenue Report.
What the report shows
The Revenue Report is based on your paid invoices and includes:
- Total Revenue for the selected period and the average invoice value.
- Total Outstanding and Total Overdue amounts still to be collected.
- Revenue by month, so you can see trends over time.
- Revenue by account, highlighting your top-paying customers.
- Lists of outstanding and overdue invoices, plus a breakdown of invoices by status.
Steps
- Open Reports from the main navigation.
- In the Sales & Invoicing section, click Revenue Report. It opens showing the last 12 months by default.
- To change the period, set the Start Date and End Date, then click Apply Filter.
- Review the summary figures at the top, then scroll down for the monthly and per-customer breakdowns.
- To keep a copy, click Excel, PDF, or Print.
Note: Revenue is counted from invoices marked as paid, based on their paid date. Invoices that are still sent or only partly paid appear in the outstanding and overdue sections rather than in total revenue.