Sales Report from Recurring Profiles

[Kat1]

Hi

Is there a report that will tell me the monthly sales from recurring profiles only?

Many thanks in advance
Kat

[QFMathew]

Hi @Kat1

I’m unsure if you mean actual invoices or anticipated invoices, but either way there’s no set report exactly.

That’s not to say it’s not possible mind you
You could add a project tag to the recurring templates which would carry over to the invoices when they’re generated. The tags themselves would allow you to generate a separate P&L report for any tagged invoices.

You could even add these to existing invoices if you’re able to identify them and they’ll be included in the report too.

There’s more information on these at the link below.

Projects in QuickFile

Introduction Projects offer a simple way to group together your sales, expenses, estimates and purchase orders into a single container. This makes it easier to report on a specific activity within your business for example a project you’re working on for a client or perhaps a new division in your sales team. We’ve designed the project system to be as flexible as possible by relying on what we call project tags. Essentially you can apply tags to any of your sales invoices and purchase invoices …