Two money-housekeeping reports live alongside the Sales report (Reports › Sales): Open Invoices (who owes you) and Taxes & Shipping (what you collected, for filing).
Open Invoices
Outstanding balance, open and overdue counts, and collections in the last 30 days, with an aging view (current, 1 to 30, 31 to 60, 61 to 90 and over 90 days past due) and the full list of open and partly paid invoices. From the report you can:
- record a payment against an invoice (the $ button opens it with the payment panel ready);
- send a reminder for one invoice with the bell on its row;
- send an overdue notice to every overdue invoice at once with Remind Overdue (Admins; an invoice reminded in the last 7 days is skipped);
- start a New Invoice or Request Payment (when invoicing is turned on);
- export the list to CSV, or print it.
Reminders and payment requests are covered in Getting paid: pay links, reminders and payment requests.
Taxes & Shipping
Pick a year and get the month-by-month sales tax and shipping you collected, with quarterly subtotals for filing. It combines website orders with Point of Sale and invoice sales; VAT charged at checkout is included, and state retail delivery fees appear in their own column when present. Marketplace sales are left out by design, since the venues collect and pay their own tax.
At the register, a receipt is taxed at your store's rate and an invoice at the rate for the customer's state; a sale where the Charge sales tax switch was turned off counts as no tax. See Point of Sale.
A note on timing: invoice sales count from the invoice date (most states want sales tax paid on what has been invoiced, not just what has been paid). The Open Invoices report is where the not-yet-paid side stays visible.