How to See my Revenue Report
You can generate your revenue report and filter it by invoice, by service/product and by payment mode. Here is how:
1. Click on Billing on the left
2. Click on Revenue at the top
3. Filter your report:
A. By Invoice* already created
Here, we will look for all the invoices dating from the choice made in (D).
B. By Service or Product*
C. By Payment Mode*
Here, we are looking for income according to the payment date indicated in (D), regardless of the date of the invoice. For example, if you choose the date April 2nd, the revenue report by payment mode will show $0 if the payment actually took place on April 3rd, even if your invoice is dated April 2nd.
D. Select the desired date or timeframe
E. You can see invoices produced for all locations, or by a specific location
F. You can see the invoices produced by all professionals, or by a particular professional
4. Click on the invoice icon to open the selected invoice
*Note that the report will contain all invoices that have been created and haven't been cancelled