Reports

Revenue by Customer

This report lists each customer with lifetime invoicing totals, total payments recorded, a simple outstanding figure, and the date of their most recent payment. Use it for a quick read on who you have billed and collected from, without opening each customer profile.

Where to find it

In the app sidebar, open Reports and choose Revenue by Customer.

What the table shows

Amounts use your business default currency formatting. One row per customer (including customers with no invoices yet—they appear with zeros).

Columns
  • Display Name— the customer's display name.
  • Total Invoiced — sum of grand total on all records of type invoice for that customer.
  • Total Paid — sum of amount on all payment transactions for that customer (the full payment amount as recorded on each transaction, not a line-by-line split).
  • Outstanding Balance — Total Invoiced minus Total Paid for that row. If payments exceed invoiced totals, this can read as a negative number.
  • Last Payment Date — the most recent payment date on any transaction for the customer, or a dash if none exists.

How this differs from the Customers list

The Customers module shows live balances driven by invoice status and allocations. This report uses the specific formulas above (invoice grand totals vs. transaction amounts). For day-to-day collections, rely on customer balance and open invoices; use this report for a straightforward rolled-up comparison across all customers.

Search, sort, and pagination

  • Use the Search box to filter rows in the table.
  • Click column headers to sort where sorting is enabled (numeric columns are formatted for display).
  • The table opens sorted by Total Invoiced, highest first.
  • Change entries per page and use the pager controls at the bottom to move through large customer lists.

Recommended workflow

  1. Scan Outstanding Balance to see which relationships have the largest gap between billing and recorded payments.
  2. Use Last Payment Date to spot accounts that have not paid recently.
  3. Open the Customers or Invoices modules for detail when you need to follow up on a specific row.