Knowledgebase

In order to run a Sales Tax Report, you must first make sure you have a Sales Tax Area set up in your Company Settings. To do this, click on your profile in...

The Invoice Age Report can be found under Reports on the main navigation panel on the left side of your screen. You may also click here: Invoice Age Report ...

In order to run a Sales Tax Detailed Report, you must first make sure you have a Sales Tax Area set up in your Company Settings. To do this, hover over you ...

The Customer Credit Report is used to track and manage monetary credits tied to your customers' accounts. When a customer overpays an invoice, ma...

The Revenue By Service Type Report categorizes and totals your business revenue according to specific service classifications (such as Lawn Treatment, Mosqu...