What kind of Reports can I run in the software?

The reports sections is in the process of becoming more robust. As of today you are able to pull Invoice Reports and Payment Reports based on a date range you select.  We have also added a Quickbooks Export report for our users who are Quickbooks Desktop Users. (Quickbooks online is coming soon). 

We've updated our reporting features! Here's more information:

How to run the Invoice report




If you require further assistance, please reach out to the Support Team using any of our channels - 


Phone: 800-566-6940

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