The Client Reports section allows you to review and manage financial interactions with clients over customisable date ranges.
Client Tab
Adjust the date range to see client balances and invoices. Example: For Dr. Pepper, review opening and closing balances and invoice history.
Expand the client view to see invoices, payments, and adjustments. Columns display invoicing revenue, adjustments, credits, discounts, and payment details.
Product Tab
View the revenue & remakes of your products within a date range.
Daily Tab
View the daily revenue during a date range broken down each day.
Trends Tab
View month on month performance.
Aged Balances
View the current, 30 day, 60 day & 90+ day balance of your clients at a moment in time.
Slipping Away
Slipping Away feature flags clients with reduced ordering trends.
Task Manager
Shows the count of tasks completed within date ranges.