Keeping track of your invoices is essential for managing your business efficiently. With Brisk Invoicing, generating detailed invoice reports is simple and helps you monitor payments, sales and customer activity at a glance.
To start, click on the Reports tab in your dashboard. For some reports, like the Invoices Report, you’ll need to select a date range for the reporting period.
Key Invoice Reports You Can Generate
1. Invoices Report
Lists all invoices created during the selected period, allowing you to track who has been billed and when.
2. Unpaid Accounts Report
Shows all customer accounts with outstanding balances, helping you identify overdue payments.
3. Aging Report
Displays accounts receivable by due date, so you know which invoices need immediate attention.
4. Customer Sales Report
Breaks down total sales revenue and sales tax per customer, helping you understand client contributions to your income.
5. Items Per Customer Report
Shows which items were invoiced to each customer, providing insights into buying patterns.
6. Salesperson Report
Lists total amounts invoiced by each salesperson and their percentage contribution to company invoices.
7. Item Sales Report
Tracks the total number of each item invoiced within the period, helping reconcile sales vs inventory.
8. Payments Report
Displays all payments received, making it easy to see which invoices have been settled.
9. Sales Tax Report
Totals all tax amounts on invoices for the period, simplifying tax preparation.
10. Monthly Income Report
Summarizes income by month, letting you see trends in billing and revenue.
How Reports Help Your Business
Generating invoice reports in Brisk Invoicing allows you to:
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Track outstanding invoices and follow up with clients
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Monitor revenue trends over time
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Analyze customer buying behavior for smarter business decisions
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Simplify tax filing with accurate, detailed records
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Save time by generating reports instantly instead of manually compiling spreadsheets
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