Reports

What each report shows

Payments, what's owing, services, and more on Pro.

Open Reports from the sidebar.

In both plans

  • Payments: money received, by method and date
  • Owing: invoices with a balance still due
  • Services: what you've delivered

On Pro

  • GST collected, ready for your filing
  • Insurance payments and claims
  • Write-offs
  • Clients due for a visit

Tip

At tax time, share the payments and GST reports for the year with your accountant.

Updated October 12, 2026

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