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EVRST Invoice

Insights & Tax

Reports: Understand Your Business

Key reports, statement of account, and cost of goods sold.

Maintained by , Founder · Updated

Key Reports

Click Reports to access:

  • Sales Report - What you sold, in three views (see below)

  • Profit Report - Revenue minus the real cost of the goods you sold

  • Promotions - How your discount campaigns actually performed

  • Aging Analysis - Who owes you money, who you owe, and how overdue

  • Payments - Money actually collected, split by method and by day

  • Vouchers - Cash in, cash out, and net cash flow from your payment, receipt, expense, and journal vouchers (shown when the Vouchers module is enabled)

  • VAT Return - Your VAT/GST position for filing (shown when VAT is enabled)

  • Stock Report - Current value and movement of inventory at hand

  • Defective Returns - Goods that came back broken, by item and reason, with a Dispose / Scrap button on each row to clear the units once you scrap them or send them back

  • Loyalty - Points issued, redeemed, member count (shown when Loyalty is enabled)

  • Service - Job counts by status, average turnaround, technician workload, and revenue from completed jobs (shown when Service Tickets are enabled)

  • Cash Closing - every shift, its counted drawer and its variance (shown when Cash Closing is enabled)

  • Audit Log - who did what, and when

The Sales Report has three sub-views, selected with the pills at the top:

  • Summary - totals and trends for the period

  • By Invoice - a day book listing every invoice, its outstanding balance, and a link straight to the document. It also shows what you discounted, with the total split between discount codes and amounts keyed by hand, so you can see how much was given away and on whose say-so

  • By Item - which products actually earned the money, rolled up by category

All reports can be:

  • Filtered by date range (presets for today, this week, month, quarter, year, or a custom range)

  • Exported to CSV for Excel or your accountant

  • Printed for records

Review the Profit Report weekly to spot trends. If margins are dropping, check if discounts have crept up.
The Vouchers report keeps journals separate from the cash figures. Receipts count as cash in, payments and expenses as cash out, and the two give you the net cash flow for the period. Journal vouchers are accounting adjustments with no cash direction, so they get their own total and never distort the net. Draft and cancelled vouchers are left out entirely; pending ones are included with a note so you can see what is still unsettled. Voucher figures are independent of your sales, profit, and VAT reports and never change those numbers.

Statement of Account for a Customer

To give a customer a full history of what they bought, what they paid, and what is still outstanding, open the customer’s page and click Statement of Account in Quick Actions. Choose a date range, then print it or save it as a PDF.

The closing balance on the statement always matches the outstanding figure on the customer’s record, so you can hand it over with confidence when chasing payment.

Understanding Cost of Goods Sold (COGS)

The Profit report shows COGS - the cost basis of goods you sold. This is calculated from what you actually paid for inventory (not your list cost). So your profit numbers are always real, not inflated.

If you see your margins are lower than expected, it might be because:

  • Your suppliers raised prices and you have not updated your selling price

  • Discounts or loyalty redemptions ate into the gross margin

  • Promotional items have low margins and are selling well

Frequently asked questions

Which reports does EVRST include?

Sales, Profit, Promotions, Aging Analysis, Payments, VAT Return, Stock, and Defective Returns. Loyalty and Service reports appear when those modules are enabled. The Sales report has Summary, By Invoice, and By Item views.

Can I export reports for my accountant?

Yes. Every report can be filtered by date range, exported to CSV for Excel or your accountant, and printed for your records.

What is cost of goods sold based on?

COGS in the Profit report is calculated from what you actually paid for inventory, not your list cost, so profit figures reflect real margins.

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