-
Aged Receivables:
This report details outstanding invoices categorized by their due dates. It helps businesses track overdue accounts and assess the aging of receivables, making it easier to follow up on overdue payments, manage cash flow, and identify potential credit risks. -
Outstanding Sales Fulfillment Report:
This report provides an overview of sales orders that have not yet been fulfilled. It includes details such as order status, item availability, and estimated delivery dates. It is useful for inventory management and ensuring timely delivery to customers, improving customer satisfaction.
-
Sales by Contact:
This report breaks down sales figures by individual customers or contacts. It allows businesses to analyze sales performance on a per-customer basis, helping to identify top clients, understand purchasing behavior, and tailor marketing or sales strategies to individual needs.
-
Quotation Report:
The Quotation report lists all quotations provided to customers, including details such as item descriptions, pricing, and validity. This report is essential for tracking potential sales and identifying trends in customer requests, enabling businesses to refine their pricing strategies and follow up on pending sales.
-
Invoice List:
This report contains a comprehensive list of all invoices issued over a specific period. It includes invoice numbers, dates, amounts, and payment status. The invoice list is valuable for monitoring revenue recognition, accounting entries, and ensuring effective accounts receivable management.
-
Sales by Product:
This report categorizes sales data according to individual products or services. It helps businesses understand which products are performing well and which are not, allowing for informed inventory management, marketing strategies, and adjustments to pricing or promotions to maximize sales.
-
Receipt List:
The receipt list consists of all payments received from customers during a specific time frame. It provides details such as dates, amounts, and payment methods. This report is crucial for cash flow management, reconciliations, and understanding customer payment behavior."