Reports and exports

Click Reports in the sidebar. Reports are built from the payments recorded in Biller (e-Transfers, card payments, and payments you added yourself), dated by when each payment was received. Invoices that haven't been paid aren't counted.

Each report covers the business you're currently working in. If you run more than one business, switch businesses to see each one's report.

Pick a period at the top of the page: This month, Last month, This quarter, Last quarter, This year (the default), Last year, or All time.

For any other range, click Custom, choose the From and To dates, and click Go.

• Tax Summary -- shown when payments in the period paid invoices that had tax. It shows Tax Collected and Pre-tax Income. If a payment covered only part of an invoice, only that share of the invoice's tax is counted.
• Total Income, Transactions, and Clients -- the totals for the period. For this month, this quarter, and this year, Total Income also shows the change from the previous period.
• Monthly Breakdown -- income and number of payments for each month, when the period covers more than one month.
• Income by Client -- each client's payments, share of income, and total. Click a client to see their individual payments.
• Income by Currency -- shown only if you received payments in more than one currency.

With Pro, the bottom of the report has two buttons for the period you're viewing:

• Download CSV -- a spreadsheet with one row per payment. The columns are Date, Sender, Client, Amount, Currency, Source, Reference, Tax Label, Tax Rate, Tax Amount, and Notes. You can open it in Excel, Google Sheets, or give it to your accountant.
• Download PDF -- a printable report with the summary, monthly breakdown, income by client, and a list of every transaction. It opens in a new tab.

The download buttons only appear when the period has at least one payment.

Reports are a Pro feature. On the Free plan, the Reports page shows a blurred sample report so you can see what's included. It uses made-up numbers, not your own. Clicking it offers an upgrade to Pro.

Your payments are still recorded on the Free plan, so upgrading gives you full reports for past periods too. See Plans and billing.