Categories
Getting Started
General Settings
Sales Management
Purchases and Expense Tracking
Tax and Category Management
Reporting and Analytics
Human Resource Management (HRM)
Affiliate Program
Subscription and Account Management
Quick Tools and Personalization
FAQs and Troubleshooting
Customer Income and Vendor Purchase Reports
Reporting and Analytics
Customer Income and Vendor Purchase Reports
Purpose
Track income contributions from specific customers and monitor purchases made with vendors.
Generating Customer Income Reports
Navigate to
Reports
>
Income by Customer
.
Filter by customer name or date range.
View detailed reports, including:
Customer name.
Total invoices and payments received.
Generating Vendor Purchase Reports
Go to
Reports
>
Purchases by Vendor
.
Filter by vendor name or date range.
View detailed reports, including:
Vendor name.
Total purchases, paid or pending amounts.
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