The Reporting section in Billing Now allows you to generate detailed reports for your business activities — including invoices, clients, totals, and payment statuses — filtered by time period or status.
⚙️ How It Works
Use the available filters to customize your report and visualize data that matters most to your business.
🔍 Available Filters
| Filter | Description | Example |
|---|---|---|
| Report Type | Select the kind of report you want to generate. | Invoice, Client, Sales, Income |
| Client | Filter data for a specific client (optional). | John Doe SARL |
| Period | Choose the time range for the report. | This Month, Last Month, This Year |
| Invoice Status | Narrow down by invoice state. | All, Paid, Pending, Overdue |
💡 Tip: Combine filters to create detailed custom reports — for example:
Report Type: Invoice+Period: This Month+Status: Overdue
→ to quickly identify unpaid invoices for the current month.
📊 Example: Monthly Invoice Report
Note
- Go to Reporting from the left sidebar.
- Under Report Type, select “Invoice”.
- Under Period, select “This Month”.
- Under Invoice Status, select “Sent”.
- Click Generate.
Your table will display all invoices sent this month, including totals and status.
💡 Best Practices
Note
- Use “This Year” period at month-end to track your yearly income growth.
- Generate Client-based reports before invoicing to monitor client activity.
- Keep a monthly export of your reports for accounting archives.
Last updated on