To access Express Invoice's reports, click on the Reports button on the main window toolbar. Then, select the menu item for the report you wish to view. For some reports (e.g. the Invoices Report), you will be asked to provide a date range for the reporting period. Express Invoice provides the following reports:
- Unpaid Accounts - This report lists all customer accounts for which money is currently owed; i.e. the customer's account balance is positive.
- Invoices - This report lists all invoices created within the specified reporting period.
- Quotes - This report lists all quotes created within the specified reporting period.
- Orders - This report lists all orders created within the specified reporting period.
- Payments - This report lists all payments received from customers within the specified reporting period.
- Salesperson - This report lists the total amount invoiced by each salesperson within the specified reporting period, showing each salesperson's total as a percentage of the whole company's invoices for that period.
- Item Sales - This report lists the total number of each item which was invoiced for, during the specified reporting period. The quantities reported in this report may be different to the inventory report, because the item sales report contains the items sold as reported in invoices for a specified period of time, where as the inventory report is a current snapshot of on-hand items quantities available for sale.
- Items Per Customer - This report lists the items invoiced by a specific customer, during the specified reporting period.
- Inventory - This report list the current quantity of all items for which inventory is managed. The quantities reported in this report may be different to the item sales report, because the item sales report contains the items sold as reported in invoices for a specified period of time, where as the inventory report is a current snapshot of on-hand items quantities available for sale.
- Customers - This report lists the customers and their information.
- Customer Sales - This report shows totals of sales revenue and sales tax for each customer, during the specified reporting period.
- Aging Accounts - This report lists all accounts receivable that are outstanding and when they are due.
- Sales Tax Report - This report totals all tax amounts on all invoices created within the specified reporting period.