The Revenue by Customer report shows how much each customer brought in, month by month.
- Click Reports in the left menu.
- Under Revenue Reports, click Revenue by Customer.
- Choose your filters:
- Date range: this year to date unless you change it.
- Customer: all customers or just one.
- Billed, Collected or Outstanding: Billed totals invoices by invoice date. Collected totals payments by payment date. Outstanding totals invoices that aren’t fully paid.
- Job type: all jobs, recurring jobs only, or one-time jobs only.
Each row shows the customer’s address, a column for each month and a total. Customers with nothing in the period are left off.
To save or share it, use Export (Excel or CSV) or Download / Print (PDF or print).