Sales report

What “sales” means here

When we say sales in this report, we’re talking about the revenue your business has earned from selling products or services. In accounting, that revenue is recognised the moment you issue an invoice, not when the money lands in your bank account.

• Sales = revenue you’ve invoiced for work done or goods delivered.
• Cash flow = money collected when customers actually pay.

So the Sales report is about what you’ve sold, not what you’ve collected. That’s why it’s handy for spotting trends, big customers, or popular products, even before the payments come in.

For example, let’s say you run a beauty salon. The salon invoices R30,000 worth of treatments in July. Even if only R15,000 has been paid, the Sales report still shows the full R30,000.

What this report shows

Total sales: your top-line number

The top line: all sales you’ve invoiced for in the selected period.

Example: The salon invoices three wedding packages at R10,000 each = R30,000 total sales.

Sales by customer: who’s paying the bills

See who your biggest contributors are. 

Example: If most of the salon’s sales come from one bridal client, that’s great for cash flow now, but worth keeping in mind if you’d prefer a more balanced customer mix.

Sales by product or service: what’s selling best

Spot which of your offerings are thriving. 

Example: Treatments bring in R20,000 while product sales add R10,000. Treatments are the bigger driver, but products still contribute a solid 33%.

Sales over time: your trendline

Track how revenue changes month by month. 

Example: The salon always sees a December spike from gift voucher sales, followed by a January dip.

Where the numbers come from

• Invoices you’ve created in stub.
• Direct income transactions you’ve added manually.
• Connected payment providers you’ve set up.
• Bank transactions you’ve categorised as income.

If something wasn’t recorded, it won’t appear here.

Drill down to the details

Click any total to see the transactions behind it. That way you can quickly spot if something’s been mis-categorised, dated incorrectly, or entered twice.

How to put this report to work

• Compare customers to guide your follow-ups, rewards, or pricing.
• Compare products or services to decide what to promote or pause.
• Check trends over time to plan stock, staffing, or cash needs.

What this report isn’t

This report shows invoiced sales (revenue). It does not show whether invoices are paid. For payment status or actual cash in/out, check your invoice statuses or the Cash flow view.

Tips

• If a number looks off, click into it and review the transactions behind it.
• Use Tags (Pro) to slice results by project, campaign, or region.
• Review monthly to catch slow periods early and plan promotions or follow-ups.