We currently offer five types of reports allowing you to keep track of your invoicing and export your sales information for your accountant or accounting software.
Shows all your invoices categorised by month and details how your sales figures are progressing over time.
Sales by customer / by product
Formerly known as "sales breakdown", these reports inform you who your most valuable customers are, as well as your best-performing products/services.
Both the above report types can be downloaded as a pdf or as .xlsx or .csv file.
Shows your invoices along with their relevant status:
- Open: your outstanding invoices that you have created during a chosen period on top of the page
- Paid: the invoices that you have marked as paid during a chosen period
The Transactions report can be downloaded as .csv, .xlsx file or as PDF invoices.
Please note: the option >Download pdf invoices will automatically download all your invoices over your chosen period as separate PDFs in a .zip file . This is useful if you have a lot of invoices.
Lists your transactions cash-based and according to double-entry bookkeeping. This should help you to transform your sales information for your accounting with greater ease.
You can download this report in a .csv, .xlsx or .si format.
Useful tips about Zervant reports:
- Drafts, deleted invoices and estimates are not shown in any of these report types.
- Unfortunately, it is not yet possible to add additional information/columns to these reports.