Financial Reporting

Introduction The All Sales Report helps you see what and how much you are selling with robust search criteria, including Tags and Products. You can use it to create a customized sales summary report. This report displays results by invoice. Click...

There are several order reports (E-Commerce > Reports) that will detail payments received and forecast future payments so that you can manage your revenue/cash flow. You can view these reports in Infusionsoft or click on the Actions drop-down to exp...

There are several order reports E-Commerce > Reports that will help you see what and how much you are selling.  In Max Classic, sales totals represent gross sales . In order to see net sales, you will need to export a sales totals report along w...

Billing automation triggers do not currently run on failed PayPal payments. Clients can cancel payments via their PayPal account, remove their billing information, or have payments decline with no feedback into Max Classic for automation. To remedy ...

There are several Accounts Receivable reports that will tell you which customers owe you money, how much they owe you, and total receivables due within a specific date range. You can use these reports to guide and analyze collection efforts. You ca...

The Monthly Receivables Report is a summary of orders with payments due for each month. This report helps you monitor money owed to you by others. Note: This report has features which require the paging to be fixed to 1000 line items per page. ...

This report helps you see what and how much you are selling. The Monthly Sales Totals report shows you gross sales grouped by month. Go to E-Commerce > Reports in the main navigation menu. Click on Monthly Sales Totals Click the Edit ...

The Receivables report shows you a detailed list of orders with a balance due. It is intended to help you keep an eye on your cash flow. The report searches all invoices that have a payment plan including those with unpaid invoices. Find the Repo...

This report could be best described as a quick pulse-check on your active subscriptions. It simply shows (based on the criteria that you set in the Edit Criteria/Columns ): Number : The number of times the subscription has been billed Amt : Th...

Pull a report that shows the amount of sales tax charged on your orders. The All Sales (Itemized) Report  can display that amount in one column. Navigate to E-Commerce > Reports and click the All Sales (Itemized) Report   Enter in the specif...

Go to E-Commerce > Reports Click on Credit Card Report   Click on Start Over  to reset the search results   Click on Misc Criteria   Choose the failed criteria you want to search for.   Scroll down to the bottom and click the Search ...

There are several order reports ( E-Commerce > Reports ) that will tell you how much money you are making after paying commissions. Note: These numbers are based on sales rep and partner commissions tracked through the Max Classic Referral Partner c...

The Payments Report enables you to find specific transactions based on criteria you choose or can be used to view a list of all your transactions for a given period. Go to E-Commerce > Reports in the main navigation menu Click on Payments  Re...

There are many reports that show payments and sales, this particular report focuses on the recurring orders revenue generated by your business. This report will enable you to see the next billing date for all of your recurring orders so that you can...