Sales Data

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.