Understanding Financial Reports
Learn how to access and use financial reports in Billo Invoicing to track revenue, payments, and outstanding invoices.
Available Reports
Revenue Reports
- Total revenue by period
- Paid invoices summary
- Revenue trends
- Monthly/yearly totals
Outstanding Invoices
- Unpaid invoices list
- Overdue invoices
- Total outstanding
- By client breakdown
Payment Reports
- Payment history
- Payment methods
- Payment trends
- Collection rates
Using Reports
Accessing Reports
- Go to Reporting page
- Select report type
- Choose date range
- View results
Exporting Data
- Export to CSV
- Download PDF reports
- Share with accountant
- Keep records
Report Features
Date Ranges
- This month
- Last month
- This quarter
- This year
- Custom range
Filters
- Filter by client
- Filter by status
- Filter by date
- Multiple filters
Best Practices
- Review reports regularly
- Export for accounting
- Track trends
- Identify issues
Financial reports help you understand your business performance!