Reports
Who owes you and for how long, the VAT you have charged, what you sold each month, and everything your accountant asks for in one download. All of it is worked out from your own quotes and invoices.
Unpaid invoices by age
Age is counted from the due date. "Current" is not due yet.
Nothing is owed to you right now.
By client
Oldest first
VAT summary
The VAT you charged on invoices issued in a period (less credit notes), by invoice date, and the VAT you paid on the expenses you recorded. Use it alongside your own records when you prepare your VAT return.
VAT on expenses comes from the Expenses you have recorded in this period. Credit notes you issued reduce the VAT charged.
You are not set up as VAT-registered, so your invoices carry no VAT. If you are registered, switch it on in Account.
Sales by month
Invoices issued each month (drafts and cancelled invoices left out), and how much of that has been paid so far.
Export for your accountant
A spreadsheet file (CSV) that opens in Excel, Google Sheets or any accounting package.
If every column lands in one cell when you open the file, download it again in the other format.