Purpose

Profit and Loss (P&L) reports summarize your business's income, expenses, and net profit for a specified period.

How to Generate

1. Navigate to the Reports section in the sidebar.
2. Select Profit and Loss Report.
3. Use filters to customize the report:
   • Invoice Type: Paid, unpaid, or both.
   • Date Range: Choose the desired timeframe.
4. Click Generate Report to view results.

Key Insights

• Total income and expenses for the period.
• Net profit or loss calculation.
• Export options for sharing or record-keeping.