MoveBoardThe Revenue & Money area of Reports is everything about money in and money owed. Most of these reports need one extra permission on top of the Reports menu.
| Report | What it tells you | Needs | The dates are |
|---|---|---|---|
| Revenue Overview | Revenue from moves: estimates for upcoming jobs and final totals for completed ones. | Can see Income Report | booked moves by their move date |
| Payments Collected | Payments received, refunds issued and net collections, by date, customer and payment type. | Can see Payments Collected Report | payments by the day they were taken |
| Revenue by Service | Revenue, job count and average booking value by service and move type. | Can see Income Report | booked moves by their move date |
| Payments & Outstanding Balances | Invoiced, received and still owed, with balance aging. | Can see Income Report | finished jobs by their move date |
| Deposits | Deposits collected by booking, and what happened to them when jobs were cancelled. | Can see Payments Collected Report | deposits by the day they were taken |
| Refunds & Voids | Refunded and voided payments — amounts, reasons, methods and who did them. | Can see Payments Collected Report | refunds by the day they were made; voids by the payment's date |
| Tips | Tips by job, payment method, crew and foreman. | — | finished jobs by their move date |
| Credit Card Fees | Card fees charged to customers against what processing actually cost. | Can see Payments Collected Report | card payments by the day they were taken |
| Discounts | Discounts by type and salesperson, and their effect on booking value. | — | booked moves by their move date |
| Taxes | Sales tax collected on moves and materials, by period and tax jurisdiction. | Can see Income Report | booked moves by their move date |
| Payment Methods | How customers pay, and how that changes over time. | Can see Payments Collected Report | payments by the day they were taken |
Company admins see them all.
Good to know
- Money on an archived order isn't counted in any of these — nor storage money tied to an archived order. See Archived orders in reports.
- Click a figure to see the orders behind it.
- CSV downloads the table for your bookkeeper (needs Can Export reports).
- The quickest look at this month's money: See this month's income.