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Tracking Your Revenue

Quick version: Go to Reports > Revenue to see how much you have billed, how much you have collected, and who still owes you money. Filter by time period or status to zero in on what matters.

What the Revenue Report Shows

The Revenue report gives you four numbers at the top:

  • Invoiced -- The total dollar amount of all invoices you created during the selected time period.
  • Collected -- The total payments you have actually received during that period. This is money in your pocket.
  • Outstanding -- Invoices that have been sent but not fully paid yet. This includes partially paid invoices.
  • Overdue -- Invoices that are past their due date and still have a balance. These need your attention.

Below those numbers is a table listing every invoice in the selected period. Each row shows the invoice number, customer name, date, total amount, amount paid, remaining balance, and current status.

How to View the Revenue Report

  1. Click Reports in the sidebar.
  2. Click the Revenue card.
  3. Use the time period dropdown in the top right to pick a range (This Week, This Month, This Quarter, etc.).
  4. Optionally use the status filter next to it to show only Paid, Unpaid, or Overdue invoices.

The report updates automatically when you change either filter.

Understanding Invoice Statuses

Each invoice has a colored status label:

  • Sent (blue) -- Invoice has been sent to the customer but not yet viewed.
  • Viewed (purple) -- The customer has opened the invoice.
  • Partial (amber) -- The customer has made a payment but still owes a balance.
  • Paid (green) -- The invoice is fully paid.
  • Overdue (red) -- The due date has passed and there is still a balance.

Exporting Your Revenue Data

Click the Export to Excel (CSV) button in the top right to download a spreadsheet of all invoices shown. The export includes invoice number, customer, date, amount, paid, balance, and status. You can open this file in Excel, Google Sheets, or send it to your bookkeeper.

Using This to Track Cash Flow

Compare the Invoiced and Collected numbers. If Invoiced is much higher than Collected, you have a lot of money still owed to you. Check the Overdue number regularly -- those are customers who are past due and may need a follow-up call or a reminder invoice.

Switch between "This Week" and "This Month" to spot trends. If collections are slowing down, it might be time to tighten up your payment terms or start requiring deposits.

Tips

  • Check this report at least once a week so overdue invoices do not slip through the cracks.
  • Use the Overdue status filter to quickly pull up a call list of customers who owe you money.
  • The CSV export is handy for sharing with your accountant or bookkeeper at tax time.
  • The Outstanding and Overdue totals always reflect all time, not just the selected period, so you always know your full exposure.

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