Support topic
Reports & Exports tutorials.
Dashboards, drilldowns, aging, and CSV/PDF exports.
What is markup vs margin?
Markup is how much you add on top of cost; margin is profit as a percentage of price. They aren't the same number, and confusing them costs money.
Margin
Project Profitability
Reports
What is gross vs net pay?
Gross is what you invoice before any deductions; net is what you actually keep after fees, expenses, and taxes. Here's why freelancers track both.
Expenses
Profitability
Reports
What is an aging report?
An aging report groups your unpaid invoices by how overdue they are (current, 30, 60, 90+ days) so you can see what to chase first.
Aging
Cash Flow
Reports
What is accounts receivable?
Accounts receivable (A/R) is the money clients owe you for work already invoiced but not yet paid. A core number for freelance cash flow.
Accounts Receivable
Cash Flow
Reports
Your end-of-year checklist
Close the year clean: chase open invoices, reconcile offline payments, tidy expenses, and export the pack your accountant needs.
Reconciliation
Reports
Year-End
A simple monthly close routine
Twenty minutes at month-end keeps your numbers honest and your stress low.
Bookkeeping
Month-End Close
Reports
Spot a slow payer before it hurts
Patterns show up in the aging report long before a payment goes truly late. Use invoice aging trends to spot clients who consistently drift, then pair them with reminders to stay ahead.
Cash Flow
Invoice Aging
Reports
Read Your Estimate Win Rate
How many estimates turn into yeses? The win/loss number tells you where to sharpen.
Estimates
Reports
Win Rate
Export a clean pack for your accountant
Hand your bookkeeper one tidy bundle — revenue, payments, expenses — in CSV and PDF.
Accounting
Exports
Reports
Compare time logged against revenue earned
Are your hours paying off? Line tracked time up next to what you billed — read tracked time alongside revenue reports to spot under-billed effort and your effective hourly rate.
Profitability
Reports
Time Tracking