The Sales and Payment widget allows you to see the trends over time in sales, retainers, and payments. It shows the Sales, retainer, and payment amounts per calendar month in account-based currency.
Figure: Sales and Payment Widget
Sales data include all invoices in Sent, Late, Partially Paid, and Paid status.
Retainer data includes all retainer invoices in Sent, Late, Partially Paid, and Paid status.
Payment data only includes payments.
Sales, Retainer, and payment amounts are reported per calendar month in account-based currency.
Invoices are included based on the Invoice Date Issued. For example, an invoice with a Date Issued of 07 Jun 2023 will be reported in Jun 2023.
You can click the Sales & Payments legends to filter the widget to only display sales or payments or both
Figure: Filter the Sales and Payment widget by clicking on the legends
You can click the Settings cog to rename the widget if required.
Figure: Rename the widget via the Widget Settings