Reports & Analytics

Every invoice you send is also a data point. Invotify’s reporting suite turns that data into the numbers you actually need at tax time, at the bank, and when chasing late payers — without exporting anything to a spreadsheet first.

There are two tiers of reporting:

Dashboard analytics (all plans). The dashboard shows your headline metrics — total revenue, outstanding, paid, and pending — plus a revenue chart, a paid / pending / overdue status breakdown, and a recent activity feed. A period filter (this month, last month, last 3 months, year, all time) reshapes every metric at once. This is included on Starter, Pro, and Lifetime.

The advanced report suite (Pro). Five dedicated reports — Revenue, Profit & Loss, Aging, DSO, and Tax — live under Dashboard → Reports. They each have their own page — Revenue, P&L, and Tax with a period selector (Aging and DSO use a live snapshot and fixed windows) — and Tax adds a CSV export. These require the Pro plan.

Customer statements (all plans). A running-balance statement of account for any single client, over any date range, exportable as a PDF. This is available on every plan and lives on the customer’s detail page rather than in the report suite.

What every report is built from: - Revenue, Profit & Loss, and Tax figures count paid invoices only — money that has actually landed. - The Aging and DSO reports look at unpaid invoices (sent, pending, overdue) — money still owed to you. - Drafts never appear in Revenue, P&L, Tax, or Aging.

The Revenue report breaks down exactly where your paid revenue came from over a date range. It answers three questions at once: which clients pay you the most, which products or services earn the most, and how revenue trends month to month.

What it shows: - Total revenue — the sum of all paid invoices in the selected period, shown as a headline stat. - By customer — every client ranked by revenue, with the number of paid invoices each contributed. - By product — every line-item description ranked by revenue, with the total quantity sold. - By month — revenue per calendar month in the range, with the invoice count, so you can spot seasonality.

Each breakdown is sorted highest-first, so your biggest customers and best-selling items rise to the top.

Filtering by period: Use the From / To date pickers at the top of the page. The report defaults to year-to-date (January 1st of the current year through today). Pick any custom start and end date — the breakdowns recalculate instantly. Revenue is attributed by the invoice’s issue date.

Exporting: The Revenue report is on-screen only — there is no direct file export on this page. For a file you can hand to an accountant, use the Tax report’s CSV export or a customer statement PDF.

The Profit & Loss (P&L) report gives you an income summary for a chosen period: total revenue, net profit, and the same revenue breakdowns by customer and product that the Revenue report provides.

What it shows: - Revenue — the total of all paid invoices in the period. - Net profit — your income figure for the period. - Revenue by customer — clients ranked by paid revenue. - Revenue by product — line items ranked by paid revenue.

A note on net profit: Invotify does not track business expenses or costs, so the P&L report is income-focused — net profit reflects the revenue Invotify can see (your paid invoices). It is not a full accounting P&L that nets out purchases, payroll, or overheads. Treat it as a clean view of money earned, and pair it with your bookkeeping for a complete picture.

Filtering by period: Same From / To date pickers as the Revenue report. Choose any start and end date and the figures recalculate. Revenue is attributed by the invoice’s issue date, counting paid invoices only.

Exporting: On-screen only. Use the Tax report CSV or a customer statement PDF when you need a file.

The Aging report shows everything your clients still owe you, sorted by how overdue each invoice is. It is the report you open before a collections push — it tells you instantly which money is fresh and which is at risk.

The five buckets: Invotify groups every unpaid invoice (status sent, pending, or overdue) into buckets based on days past its due date: - Current — not yet due (0 or fewer days overdue) - 1–30 days overdue - 31–60 days overdue - 61–90 days overdue - 90+ days overdue

Each bucket shows the invoice count and the total amount it represents. Below the buckets, the report lists the individual invoices — invoice number, customer, due date, amount, and exact days overdue — so you can act on specific ones.

A grand total across all buckets tells you your total accounts receivable at a glance.

Filtering by period: The Aging report is a live snapshot of what is currently outstanding, calculated against today’s date — there is no date-range picker. Buckets re-bucket automatically as invoices age.

Reading the buckets: Money in the 90+ bucket is your highest collection risk and deserves a personal follow-up. The Current bucket is healthy receivables that simply haven’t come due yet.

Days Sales Outstanding (DSO) is the single number that tells you how long, on average, it takes to collect payment after issuing an invoice. A lower DSO means cash arrives faster. The DSO report tracks it for you and charts how it has moved over the past year.

How DSO is calculated: DSO = (Accounts Receivable ÷ Total Credit Sales) × Number of Days. Accounts receivable is the value of your unpaid invoices; total credit sales is everything you invoiced in the window. The result is expressed in days.

What the report shows: - Current DSO — your DSO over a trailing 90-day window, the headline number. - 12-month trend — DSO calculated for each of the last 12 months, so you can see whether collection is speeding up or slowing down. - Average DSO — the mean across months with a non-zero DSO. - Best and worst DSO — your fastest and slowest collection months in the period.

Months with a zero DSO (no sales, or nothing left outstanding) are excluded from the average, best, and worst figures so a quiet month doesn’t skew the trend.

Filtering by period: The DSO report always analyses a fixed window — the trailing 90 days for the current figure and the last 12 months for the trend — so there is no date-range picker. It updates automatically as invoices are issued and paid.

Improving your DSO: Shorter payment terms, online payment links, and prompt overdue reminders all pull the number down. Watch the trend line, not just one month.

The Tax report summarises the tax you collected over a period, grouped by tax rate, so filing returns is a matter of reading rows off a table. It is the one report with a built-in file export.

What it shows: For each distinct tax rate applied across your paid invoices in the period, the report lists: - Tax rate — e.g. 0%, 21% - Taxable amount — the net total billed at that rate - Tax amount — the tax collected at that rate - Invoice count — how many invoices contributed at that rate

A totals row sums the taxable amount, tax amount, and invoice count across every rate.

Filtering by period: Unlike the date-range reports, the Tax report uses a calendar-period selector. Pick a year, then choose either a specific month or a quarter (Q1–Q4). The table covers exactly that month or quarter. Only paid invoices issued in the period are counted.

CSV export: Click Export CSV in the page header to download the exact same table as a comma-separated file — one row per tax rate plus a totals row. The file is named for the period (for example, tax-report-2026-03-01.csv). Hand it straight to your accountant or import it into your filing software. The export button is disabled while loading or when there is no data for the period.

A customer statement is a statement of account for a single client: every invoice, payment, and credit note over a date range, in chronological order, with a running balance. It is the document a client asks for when they want to reconcile what they owe you. Customer statements are available on all plans.

What a statement contains: - Opening balance — the client’s outstanding balance carried in from before the start date. - Entries, in date order: - Invoices as debits (they increase what the client owes) - Payments as credits (they reduce the balance) - Credit notes as credits (they reduce the balance) - Running balance after each entry, so the client sees exactly how the total moved. - Closing balance — what they owe at the end of the period. - Totals for invoiced, payments received, and credits applied. - Your company details and the client’s details in the header.

Drafts are excluded; only issued documents appear.

Filtering by date range and currency: A statement is always scoped to a start date and an end date that you choose. It is also scoped to a single currency — if a client is billed in more than one currency, generate one statement per currency so the running balance stays meaningful.

Generating and exporting: 1. Open the customer’s detail page 2. Choose the statement’s start and end dates 3. Generate the statement to view it on screen 4. Download it as a PDF to email or print for the client

The PDF is a clean, branded statement of account suitable for sending directly to the customer.