📊 Reports: what each report shows

The Reports menu gives you access to the different reports that let you analyse your invoicing, payments and taxes. You can export each of them to Excel or PDF. 📊

⚠️ Plans: all reports are available from the X500 plan onwards. On lower plans, you only have access to the Customer Account Statement report.

🧭 Available reports

Report	What it shows
Customer Account Statement All plans	All the documents issued to a customer, with the respective balance, as of today or for the period you choose.
Invoicing by Customer	An analysis of your total invoicing volume. You can filter by customer and/or by predefined or custom periods.
Outstanding Payments	A summary of all amounts and customers with outstanding debt. Clicking on a customer's name takes you directly to their customer account statement.
Balance by Customer	What has been invoiced, paid and is still owed, by customer. You can choose all customers, some of them or just one, for the current month or for a period of your choice.
Tax Map	A list of the taxes invoiced in a given period, broken down by VAT rate.
Payment Statement	A chronological list of all payments (full and partial) received in a period of your choice. You can filter by customer and by month, and view values with or without VAT.
Invoicing by Item	How much you invoiced for each item, in quantity and value, in a given period. You can view values with and without VAT.
Pending Payments Statement	Documents that had an open payment on a given date, even if they were paid afterwards. You can filter by customer, which is useful for cash management and collections.

📤 Export

Each report can be exported to Excel or PDF.

💡 Tip: to see a summary for a customer, go to the Contacts menu, search for the customer and check their Customer Account Statement, or use the Balance by Customer report.