It would be useful if you could filter invoices by month.
How many invoices and the values of invoice for the month of February did I send?
How many invoices and the values of invoices are due for payment in the month of February?
for example
Guest
Sep 30, 2025
I was going to add something similar and would also suggest:
Invoices to have more filters and search options, e.g. by date range, by financial year, by customer, by customer's country, by VAT being zero/n-a, etc. Reporting should follow these filters.
Sales reporting should follow this filtering and each item should be able to have one or more 'tags' that you can search on or report on. This would be in addition to the accounting category which is pretty limited and would improve management reporting significantly.
Data exports for invoices and other categories together with metadata should exist (aside from the 'backup') option so we can run custom reports if the software doesn't support it.
I was going to add something similar and would also suggest:
Invoices to have more filters and search options, e.g. by date range, by financial year, by customer, by customer's country, by VAT being zero/n-a, etc. Reporting should follow these filters.
Sales reporting should follow this filtering and each item should be able to have one or more 'tags' that you can search on or report on. This would be in addition to the accounting category which is pretty limited and would improve management reporting significantly.
Data exports for invoices and other categories together with metadata should exist (aside from the 'backup') option so we can run custom reports if the software doesn't support it.