Invoicing, Sales and customer Reports
I
INTEG CRM
We need a section for Invoicing reports where a location can generate sales reports, payments reports, due invoice reports, income by customer, and more. Currently, the only option is to integrate with QuickBooks, but some customers prefer not to go that route due to the extra cost. Subscribing to a QB account just for detailed reports is not worth it for them. While there is an export option available, having an Excel file is not ideal nowadays; it would be better to have some PDFs with the information ready for the average user.
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