Takings Report

Takings are income or the money you have been given by your customers.

Here you can choose which tax year to display below from the drop down.

All Takings

This section shows a list of all the takings for the tax year selected above.
To sort this information click on the column titles (date, description, receivable, etc.)

By Customer

See amount receivable (gross), received, and number of transactions for that tax year per customer. Clicking a customer will show you receipts from that customer.

Remember, not all your receipts need to have a customer against them. So not all transactions will be represented on this tab.

Go to the Customers screen to see more details on a customer and their transactions.

support has written 35 articles