Sales Report from Recurring Profiles


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

Many thanks in advance

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 :wink:
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.

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