Reports comes with the Business package; on Lite the page is not in the menu. See Plans, upgrades, invoices and refunds.
It shows one month at a time, in your business's time. Use the arrows by the month name to go back a month.
At the top:
- Invoiced: invoices issued this month, by issue date.
- Collected: payments recorded this month, less deposits refunded.
- Still owed, all months: everything not yet paid.
- Jobs done: jobs finished this month.
Invoiced, Collected and Jobs done are compared with the month before. Below are a Day by day chart and totals By service, By payment method and Bookings by source (online, or booked by you from WhatsApp, a call or a walk-in).
Team shows each worker's jobs, Hours worked and Value of work. Hours run from I've arrived to Finish job on the worker page; when a worker did not tap them, the booked time is used. A job done by two or more is split equally. To change that, find the job under Jobs done, press Split equally · change and set the shares, for example 60/40.
Two downloads:
- Download CSV under Team: one row per worker per job, with hours, share and value, for working out pay.
- Download CSV under Jobs done: one row per job, with what was invoiced and paid, for your accountant.
Amounts are what you invoiced, tax included. They are not profit: costs and wages are not in the system. The CSV files open in Excel with Chinese names intact.