Sales reports and who owes you
See who owes you and for how long, what you sold, and send customers their statements.
The sales reports show who owes you, what you sold and the GST on it. SalesSales overview gives you the quick view: what's owed, what's overdue, and the oldest unpaid invoices first.
Which reports are there?
Open SalesSales reports and pick one:
- Aged receivables: who owes you, and how long it's been owing.
- Sales by customer: what each customer bought in the period.
- Sales by item: how much of each product or service you sold.
- GST on sales: sales and GST by tax rate, on the same basis as your BAS.
How do I send a customer their statement?
- Open Aged receivables.
- Choose the ⋯ on the customer's row.
- Choose Email statement, or Download statement (PDF).
You can also open a customer's contact and choose Statement.
Can I send everyone their statement at once?
Yes. On Aged receivables, choose Email statements to everyone who owes. Big lists go in batches, so if it says there are more to go, choose Email the next lot.
Customers without an email address are skipped and counted in the message.
Can I get the invoices into a spreadsheet?
On the other reports, choose Export invoices (CSV). It uses the same columns as the import, so the file reads back in.
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