Financial Reports

There is no single financials screen. Money is reported in three places, and which one you want depends on the question.

The Invoices page

The fastest answer to "where do we stand". Four cards — Total Invoices, Outstanding, Total Paid and Overdue — over a table you can sort and filter.

For analysis rather than a glance:

• Sort by Amount: High to Low to find the invoices that matter most
• Filter by Overdue to see everything late in one list
• Group by Client totals each couple separately
• Payment Plans narrows to invoices paying in installments

The calendar overlay

The calendar can show revenue against the dates it relates to — contracted revenue from signed business, and potential revenue from what hasn't closed yet. It's the view that answers "how is next spring looking?" rather than "who owes us now".

The Reports workbench

For anything else, build it in Reports. Three of the ten data sources are financial, and the distinction between them is the thing to get right:

• Invoiced — what you have billed
• Collected — what has actually arrived
• Contracts — signed value and deposits

Group by month or quarter, add Compare to put it against last year, and the chart answers most revenue questions directly. Right-click any bar to see the individual records behind it.

Two limits worth knowing before you plan around them. Reports export as CSV and nothing else — there is no PDF — and the longest date preset is one year, so a multi-year comparison has to be assembled from separate reports.

Wedding-level figures

Each wedding shows its own totals — what's been invoiced, what's been paid, and what's outstanding.

One thing to watch: a wedding reaches its invoices through the client linked to it. A wedding with no client linked shows a prompt to link one instead of a list, even when invoices exist for that couple under a different record. If a wedding's invoices tab looks empty and you know you've billed them, that's the first thing to check.