How to Get the Annual Revenue Report
Created: 12/28/2023
To get a downloadable report that includes your annual revenue along with any applicable tax or credit card fee information, go to Accounting > Overview > Revenue Report or Business > Reports > Revenue Report. Enter the date range of January 1, 2023 - December 31, 2023 and you'll find the totals listed on the last row of the respective column.
Accounting Clean-Up Tips
We suggest checking both the customer credits and the customer list on a regular basis, but if you haven't checked in a while (or ever) - it is best to correct before downloading your revenue report.
- Go to Accounting > Overview and click on "Customer Credits." This will show if a payment has been recorded, but has not been applied to rent.
- Go to Customers > My Customers. If you notice a yellow warning icon - the customer has a potential issue with their accounting. The "auto-balance" feature can help you correct this.