Running Financial Reports in the Shiipp Backoffice

The three Financial Reports give you a real-time view of money flowing in and out of the business. Use Revenue Summary to check earnings for any period, Outstanding Invoices to chase unpaid balances, and Payment Methods to understand how customers prefer to pay. All three are accessible from the All Reports page under the Financial Reports group.

Revenue Summary
Outstanding Invoices
Payment Methods

Revenue Summary

The Revenue Summary report breaks down everything your operation earned in a given period — gross revenue, applicable taxes, and service fees — so you can reconcile daily, weekly, or monthly totals without manual calculation.

What the Report Shows

Column	Description
Period	The date or date range the row covers
Gross Revenue	Total charges billed to customers before deductions
Taxes Collected	Tax amounts included in customer invoices
Service Fees	Platform or handling fees charged on top of base rates
Net Earnings	Gross Revenue minus Taxes and Fees

Running the Report

Open Revenue Summary

Go to Reports in the sidebar, then click the Revenue Summary card under Financial Reports.

Set a date range

Use the Start Date and End Date fields at the top of the page to define the period you want to analyse. The report updates automatically when you change either date.

Review the totals

The summary ribbon at the top of the page shows aggregate figures for your selected range. Scroll down to the table for a row-by-row breakdown.

Export the data

Click Export CSV in the top-right corner to download the current filtered view as a spreadsheet. The export respects your active date range.

Set the start date to the first of the current month and the end date to today to get a month-to-date revenue snapshot before running payroll or submitting financial summaries.

Outstanding Invoices

The Outstanding Invoices report lists every invoice that has not been paid, grouped by how long it has been outstanding. Use it to identify overdue accounts and take action directly from the report without navigating away.

What the Report Shows

Column	Description
Invoice #	Unique invoice reference number
Customer	Customer name and account code
Invoice Date	Date the invoice was generated
Due Date	Payment deadline
Amount Due	Outstanding balance remaining
Aging Bucket	How long the invoice has been unpaid (see below)
Status	Current invoice status (e.g. Unpaid, Partially Paid)

Aging Buckets

Invoices are automatically sorted into aging buckets so you can prioritise collection efforts:

Bucket	Definition
Current	Not yet past the due date
1–30 Days	Overdue by up to 30 days
31–60 Days	Overdue between 31 and 60 days
61–90 Days	Overdue between 61 and 90 days
90+ Days	Overdue more than 90 days — highest priority

Invoices in the 90+ Days bucket represent the highest collection risk. Review these first and follow up with the customer before writing off the balance.

Acting on Unpaid Invoices

Open Outstanding Invoices

Go to Reports → Outstanding Invoices from the All Reports page.

Filter by aging bucket

Use the aging filter (where available) or sort the Aging Bucket column to surface the oldest unpaid invoices first.

Locate the customer

Click the customer name in any row to open their full customer record in a new tab, where you can review their account history.

Open the invoice

Click the invoice number to open the full invoice detail view, where you can record a payment, send a reminder, or void the invoice.

Export for follow-up

Click Export CSV to download the outstanding invoice list and share it with your accounts or collections team.

Partial payments are reflected in the Amount Due column. An invoice does not leave this report until the full balance is cleared or the invoice is voided.

Payment Methods

The Payment Methods report shows how customers are paying across your three accepted payment types — Cash, Card, and Online — over any date range you choose. Use it to identify trends, spot shifts in payment behaviour, and plan staffing or cash-handling requirements.

What the Report Shows

Column / Metric	Description
Payment Method	Cash, Card, or Online
Transaction Count	Number of transactions processed via this method
Total Collected	Sum of all amounts received through this method
% of Total Revenue	This method’s share of overall revenue in the period

The report also includes a visual chart that plots each payment method’s share as a proportional breakdown. The chart updates dynamically when you change the date range.

Reading the Chart

Bars or slices represent the three payment types side by side.
The height or size of each segment reflects total value collected, not just transaction count — a single large card payment will appear proportionally larger than several small cash transactions.
Hover over any segment (where supported) to see the exact figure and percentage.

Running the Report

Open Payment Methods

Navigate to Reports → Payment Methods from the All Reports page.

Select your date range

Set the Start Date and End Date to the period you want to review. The chart and table refresh automatically.

Compare methods

Review the % of Total Revenue column to understand each method’s contribution. A rising share of Online payments, for example, may indicate you can reduce cash-handling resources over time.

Export the data

Click Export CSV to download a row-per-method breakdown for the selected period.

Run this report at the end of each week alongside the Revenue Summary to confirm that collected cash matches the Cash total shown in the Payment Methods breakdown.

Reports

Settings

Marketing

Running Financial Reports in the Shiipp Backoffice

Revenue Summary

What the Report Shows

Running the Report

Outstanding Invoices

What the Report Shows

Aging Buckets

Acting on Unpaid Invoices

Payment Methods

What the Report Shows

Reading the Chart

Running the Report

​Revenue Summary

​What the Report Shows

​Running the Report

​Outstanding Invoices

​What the Report Shows

​Aging Buckets

​Acting on Unpaid Invoices

​Payment Methods

​What the Report Shows

​Reading the Chart

​Running the Report

Revenue Summary

What the Report Shows

Running the Report

Outstanding Invoices

What the Report Shows

Aging Buckets

Acting on Unpaid Invoices

Payment Methods

What the Report Shows

Reading the Chart

Running the Report