Q1. Where can I find Sales Data Exports?
Go to Reports > Data Exports > Sales.
Q2. What is the AR Reconciliation report?
A summary of aged receivables and outstanding balances.
Includes FX unrealized gain/loss balances if applicable.
Helps reconcile receivable accounts.
Q3. What is the Credit Note Summary report?
A summary of all customer credit notes issued.
Includes reference, amount, and currency details.
Q4. What is the Customer Revenue Summary report?
Revenue grouped by customer.
Helps analyze revenue concentration and customer trends.
Q5. What is the Periodic Revenue Summary report?
Revenue summarized by selected periods.
Useful for trend and performance analysis.
Q6. What is the Product Sales Summary report?
Sales grouped by product or service.
Helps track product performance.
Q7. What is the Sale Payments Summary report?
A summary of all cash inflows from invoice payments.
Includes payment reference, currency, and payment amount.
Q8. What is the Sales Cost & Margin report?
Shows revenue alongside cost and calculated margins.
Helps analyze profitability.
Q9. What is the Sales Summary report?
A summary of all invoices created in your organization.
Includes invoice reference, currency, and total amount.
Can be filtered by invoice status.