Creating Other Reports

This screen is displayed by tapping Other Reports in the Easy Invoice menu.

Financial Reports

  • Monthly Breakdown - Shows a monthly breakdown of the total revenue (income). The report runs over a period of time, which defaults to the current financial period.

Customers

  • Best Customers - Lists your customers and the total sales (excl. tax) over a date range.
  • Customer Aged Debt - Find out the level of credit you are giving to your customers and identify customers that should be chased for payment.
  • Transaction List - Allows you to review all the transactions linked to a single customer in a period.

Product Reports