Reports: cash book, old debts, sales and profit

Open Reports (under Run your shop) to see four views of your shop: Cash book for money wey enter and comot for di till every day, Old debts for who dey owe you and for how long, Sales for credit and cash sales by day or month with your top customers and items, and Profit for estimate of wetin you make after cost of goods and expenses. Pick period with di chips for top, like Dis month or Last 3 months.

Reports na for di owner and branch managers, and every figure dey separate for each currency.

Pick di period and branch

Di period chips na Dis month, Last month, Last 30 days, Last 3 months and Dis year. Di owner fit also switch between All branch dem and one branch; manager go always see im own branch.

Old debts: who don owe and for how long

Old debts na di report to open before you start to send reminders. E dey show wetin customers owe for four age groups, 0–30 days, 31–60 days, 61–90 days and Pass 90 days, plus Total. Under am, e list each customer with their balance and "Oldest from" di date of di oldest money wey dem never pay.

How dem dey calculate di ages: payments dey clear di oldest credit first, and di opening balance count as di oldest of all, with di date wey you add di customer. So customer wey dey pay small every week but never catch up go still show old money, because di report dey look wetin remain unpaid, no be when dem pay last.

Sales: credit and cash as time dey go

Sales dey show Credit sales, Cash sales, Don collect (payments wey enter) and di number of Entries for di period, chart of All sales, and table by day. Switch to By month to see longer time. Under di table you go see Top customers and Top items; top items dey come from sales wey you ring with products.

When you compare Credit sales with Don collect, e go tell you whether credit dey grow faster pass how dem dey pay am back.

Cash book: money wey pass di till

Cash book dey list, day by day, di cash wey come In (Cash sales and Payment wey enter) and wey go Out (Expenses and Pay to suppliers), with di Net cash for each day and for di period: wetin suppose dey di drawer. For their side, Non-cash in and Non-cash out dey show money wey move by bank, wallet or another way, and Net, all money dey add both together. Credit sales no dey inside di cash book, because no money change hand.

To fill di "out" side, record wetin you spend under Expenses (Add expense with amount, date and category like Rent, Bills, Salary or Stock) and wetin you pay suppliers under Suppliers (Buy for credit and Pay supplier for each supplier page).

Profit: na estimate

Profit dey take Sales, remove di Cost of goods and your Expenses, and show di Estimated profit, den expenses by category.

Dem go know di cost of goods only for products wey get Cost price. Di report dey talk how much of your sales e cover, for example "we know di cost for 98% of sales", and e go ask you make you add cost prices so e go correct pass. See Add products, track stock and see wetin dey finish.

Other numbers wey good to know

• Dashboard dey show di Money wey remain (di total wey customers owe you), Wetin you sell for credit and wetin you Don collect from di beginning.
• You fit sort Kostoma dem by Debt wey high pass, filter am to E dey owe you, and export am with Export CSV.
• For one customer full history, print their statement: Print or share customer account statement.
• For Pro, Ask your account dey answer questions about your numbers for simple words. E get weekly allowance of answers, and di screen dey show how many remain dis week.

For di Android app, open Reports from Home (for your shortcuts or under All tools). Di same reports dey there, and di age view na How long dem owe.