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Sales, receipts and reminder lists

This screen brings together customisable financial reports: sales, cash receipts and reminders, which can be viewed and filtered without having to go through the detailed invoicing or payment screens.

What it is for

Certain financial analyses require the rapid cross-referencing of several types of data without having to navigate between multiple screens. This page provides ready-to-use lists — sales made, past cash receipts, reminders sent — for quick checking or exporting, without having to build the query yourself.