Sales Report

The sales report shows all payments received on your customer invoices, grouped by period. It lets you track your collected revenue and compare your performance period by period.

Using the Period Selector

The selector at the top of the page lets you choose the display granularity:

• Monthly: data for the selected month
• Quarterly: data for the selected quarter (Q1, Q2, Q3, Q4)
• Annual: consolidated view of the entire year

Use the navigation arrows to move forward or backward by one period or change the year.

Information Displayed

For each selected period, the report shows:

• Invoiced Revenue: total amount of invoices issued in the period
• Collections: total amount of payments actually received
• VAT Collected: taxes collected on sales (only for VAT-registered companies)
• Trend Chart: visual representation of trends across displayed periods
• Detailed Table: breakdown of payments by invoice and by customer

In Monthly or Quarterly mode, click a column in the chart (or select a period in the table) to filter and display only the data for that specific period.

Multi-Currency Support

If you issue invoices in multiple currencies:

• Amounts for each currency are grouped and displayed separately
• An overall total is converted to your company’s main currency for a consolidated view

Required Setup

Reports depend on the fiscal period configured for your company (monthly or quarterly). If no data appears:

1. Go to Company > Settings > Tax Information
2. Verify that the Fiscal Period is set

Best Practices

• Record payments as they come in so the report accurately reflects your cash position
• Compare collections to invoiced revenue to evaluate your collection rate
• View the report in annual mode to spot seasonal trends

Troubleshooting

No data appears for the selected period

• Check that the fiscal period is configured in company settings
• Make sure there are invoices with payments recorded for that period

The collected amount differs from the invoiced amount

• This is expected: only payments actually received are counted as collections
• Verify that payments have been entered on each invoice

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Need help? Contact our support team.