Billing
Close your day with dashboards and reports
See today’s sales and collections, run the day-close checklist, and open live reports.
Before you start
Who this is for
Owners and managers who want to know how the day and month went.
Before you start
- A Billing profile that includes dashboards and reports.
Steps
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Step 1: Open your dashboard
Choose Dashboard. Switch between Overview, Biller Desk, Receivables, Payables and Cash & Compliance — you see the ones your profile allows.
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Step 2: Run the day-close checklist
On Cash & Compliance, go through the Day-close checklist: cash movement, document readiness and bank matching.
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Step 3: Open a report
Choose Reports and pick from Sales, Purchase, Receivables & Payables, GST, Items & Stock, Money, Registers, Management, and Audit & Compliance reports.
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Step 4: Change the dates and export
Pick the period you want, then export the report as a CSV file if you need to share it.
What happens next
You see where the day stands from figures read live from Smart Books and Inventory. If a figure cannot be read, the card says so instead of showing zero.
Questions
A card says the figure is unavailable. Is something wrong?
Smart Books or Inventory did not answer just then. Try again in a moment — Billing never shows a zero it could not check.
Ready? Try it now.
Open Billing in a new tab and follow along.