Summary

Let’s recap: we have learned how to customize and generate four key reports that will give you insight into your customers and sales. We have covered the A/R aging report, which provides you with the number of days for which customer invoices remain unpaid. We explained the open invoices report, which shows all unpaid customer invoices. The sales-by-customer report was covered, which includes key sales data for each of your customers. Finally, the sales-by-product/service report was covered, which includes the products and services that are your top sellers. These reports are important in assisting you with staying on top of unpaid customer invoices so that you can get paid faster. It is much easier to maintain a positive cash flow if payments are received on time.

In the next chapter, we will learn how to customize and generate key reports that will give you insights into your vendors and expenses.

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