These articles contain information to walk you through preparing and viewing Financial Reports. Some articles contain links with more detailed steps if they're needed.
Overview: Walkthrough of the Invoices and Payments/Billing Overview tab.
Billing Simulation Report: Located within the overview tab, the Billing Simulation Report is an important tool that simulates monthly billing.
Income & Payment Summary: The Income & Payment Summary Report [Inc & Pay Sum] provides ALL invoices and ALL payments made in a single month or a month/year range.
Income Transaction Report: The Income Transaction Report [Inc Trans Rpt] shows recurring and/or non-recurring charges, along with payments made, for a given date range.
Invoice Report: The Invoice Report [Inv Rpt] yields the payments that correlate to what invoices.
Payment Summary: The Payment Summary report is used to pull bank reconciliation reports and to track payment amounts by type quickly.
Chart of Accounts Summary: The Chart of Accounts Summary report yields the total amounts you have billed out by CoA and the total amounts you have collected by payment method.
ACH Status - The ACH Status report shows all of the ACH transactions for the month and their progress.
Recurring Invoice Summary: The Recurring Invoice Summary report yields a PDF of monthly summaries of invoice amounts and payments made.