See your takings, and who owes you
Reports shows what came in, what's still owed and which regulars are slipping. Transactions lists every payment.
Open the menu, tap Reports & BAS, then Reports. Pick a section at the top.
- Takings: the money that came in and how they paid. It starts on This month — switch to a week, the quarter, the financial year or a rolling period like Last 30 days.
- Outstanding: your unpaid invoices as of today, and how overdue they are. Tap Chase to send one again.
- At-risk clients: regulars who've gone past their usual gap, and what they're worth to you a year.
Every payment
Open the menu and tap Transactions. Every payment is listed newest first, by day — cash, card and PayID together, or filter to one. The top shows your net, anything refunded and Stripe's fees, with a ~ when a fee isn't known yet. Tap a payment to open its invoice.
Only the business owner sees Reports and Transactions. On a computer, both are in the sidebar.
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