Difference between revisions of "Reports – Clients – Income by invoices"

From Protemos Wiki
Jump to: navigation, search
Line 10: Line 10:
 
Each of them is described below. All amounts are converted to the default currency of your account.
 
Each of them is described below. All amounts are converted to the default currency of your account.
  
You can select the period of time for reporting and the clients:
+
You can filter the reports by the period of time for reporting, the clients, client countries, and leagal entities:
  
 
[[File:Rc2f.png|border|800px]]
 
[[File:Rc2f.png|border|800px]]
 +
 
   
 
   
 
=='''Monthly income per client by invoices'''==
 
=='''Monthly income per client by invoices'''==

Revision as of 08:45, 23 April 2021

Reports – Clients – Income by invoices page: http://cloud.protemos.com/report/client-income-by-invoices


To view the Monthly income per client by invoices reports, go to Reports=>Clients=>Income by invoices:

Rc2.png

Here you may see your finances reports for each client based on the client invoices.

Each of them is described below. All amounts are converted to the default currency of your account.

You can filter the reports by the period of time for reporting, the clients, client countries, and leagal entities:

Rc2f.png


Monthly income per client by invoices

This report shows the turnover per client based on the invoices you issued for them:

800px

Each line is represented by an individual client. You can see the names under the diagram.

Monthly income share per client by invoices

This report shows how the share of invoices per clients was changing monthly:

800px

Income share per client by invoices

This report shows the share of invoices per clients over the selected period of time:

800px

Monthly income per client by invoices summary table

This table shows all invoice amounts per client and month:

440px

Redirect.jpg Back to the table of contents.