Effectively managing your revenue is crucial for the success of your business. With our comprehensive revenue reports, you can gain valuable insights into your income, outstanding balances, and payment details.

Gross Income Summary

Start with this report as it provides an overview of total income, broken down by payment methods. It gives you a snapshot of their overall revenue, plus additional options to view by payment type (ex. credit card, cash, check) or by client, so you can see which clients paid the most money during that period.

Category Summary

In Settings > Categories, you can setup your own custom charge categories, and can be used for anything you want to track. For example, you can track costumes, ticket sales, tuition, adult classes, and much more.

Outstanding Balances

Quickly see who owes money, for the whole studio, or for a group (ex. competition team).

Payment Receipts Log

See all payments for a date range with details. This report is great for tracking down what happened during a specific time period, or for showing a line item for all payments by type. For example, maybe you want to match all checks received during a date range with each line item on this report.

Income by Class

Just a simple report that lists the payments received for a date range. On the left column is a list of classes, and the right column shows the income.

Client Statements

Select a season. Select a class (or all classes). Then you can get a PDF statement for all families. You can print statements for one class, or the entire school!

Unapplied Payments

This is a great report for finding payments that have lost their way. 🙂 Perhaps a payment was made against a charge, and then the charge was deleted, or a payment was made as a deposit, then perhaps forgotten. This report helps you get things cleaned up.

Again, we have many more reports available, and can make custom reports too!

Cash and Checks Total Report

This is a report that allows you to check only cash, only checks, or only cash and checks for a date range, helping you to know when cash came in, and balance your cash drawer.