Numbers that actually run a business.
Profit & loss. AR aging. Revenue trends. Top customers. Sales tax. Schedule C. Excel exports for your CPA. Real reports for the way a contractor actually thinks about their business — not vanity activity counts.
- P&L, aging, and sales tax
- Year-end tax packet
- Styled Excel exports
Invoice Link generates summaries for your accountant. We are not a tax-preparation service and do not file returns on your behalf. Consult a CPA before filing.
Home dashboard
Open the app. See the numbers.
The home screen shows total invoiced, paid, outstanding, and overdue at a glance — plus recent invoices, recent activity, and your top customers. No tab-hopping, no spreadsheet. If you have 30 seconds before the next job, you know where the business stands.
- Total invoiced, paid, outstanding, and overdue on one screen
- Recent invoices and recent activity feed
- Top customer list
- Syncs across iOS, Android, and web
Revenue trends
This year vs last. Month or quarter.
One chart tells you whether you're growing. Year-over-year revenue trend, broken down by month or quarter. See the summer HVAC spike. See the Q4 slowdown. Make decisions on real numbers instead of gut feel.
- Year-over-year revenue trend chart
- Monthly or quarterly breakdown
- Filter by date range
- Revenue sourced from actual paid invoices, not sent
Aging + outstanding
See who owes you — and how long.
The aging report breaks out receivables into 0, 1–30, 31–60, 61–90, and 90+ day buckets. Your biggest at-risk invoices are right at the top. Pair it with the outstanding balance on every customer profile and you always know where the money is.
- Five aging buckets: 0, 1–30, 31–60, 61–90, 90+ days
- Sortable by customer, amount, or age
- Outstanding balance surfaced on every customer profile
- Past-due invoices flip to Overdue status automatically
Profit & Loss
Revenue minus expenses. Straight to your CPA.
P&L shows revenue minus expenses, broken down by category. See what your margin really looks like after materials, labor, vehicle, and subcontractors. The sales tax summary groups what you collected by rate, ready for filing.
- Revenue minus expenses by category
- Year-to-date tax summary grouped by rate
- Sales tax collected per rate, per date range
- Cash-basis view — the one most tradespeople file on
- Clean data — no double-counts, no refund contamination
Top customers
Who's actually paying you?
The client revenue report ranks your customers by total paid. See who keeps the lights on and who takes up your calendar without moving the needle. Useful for deciding who gets a holiday card — and who gets moved to Net-15.
- Customers ranked by total paid
- Filter by date range
- Drill into a customer profile for full history
- Pairs with outstanding balance to spot slow-pay regulars
Excel export
Bookkeeper-ready exports in one tap.
Export invoices, estimates, customers, or payments to a styled .xlsx file. Date-filterable. Properly formatted for human eyes — drop it into QuickBooks Online's import wizard or hand it to your bookkeeper. No cleanup required.
- Styled Excel exports for invoices, estimates, customers, payments
- Date-range filtering before export
- Human-readable formatting — your CPA won't complain
- Drop into QuickBooks Online or hand to your bookkeeper
Tax time
Hand your CPA one file, not a shoebox.
The Schedule C view lines your revenue and expenses up against the IRS form your CPA fills out. At year end, the tax packet bundles everything into one multi-sheet Excel file — no copy-paste, no chasing numbers across apps.
- P&L mapped to IRS Schedule C lines
- One-click, multi-sheet year-end tax packet
- Sales tax collected, grouped by rate
- Summaries for your accountant — not a filing service
On your phone
The numbers that matter, between jobs.
The Reports tab in the app keeps it simple: what came in this week and this month, your average ticket, how many days customers take to pay, and your best month of the year. Revenue charts compare this year to last, and a tax set-aside card shows what to put away.
- This week and this month at a glance
- Average ticket and days-to-pay
- Best month of the year
- Year-over-year revenue charts
- Tax set-aside at the rate you choose
Reports FAQ
Common questions on reports and exports.
Which reports are included on the Free plan?
The home dashboard — cash collected, money owed, overdue, collection rate — is on every plan. P&L, AR aging, revenue trends, top customers, sales tax, Schedule C, the year-end tax packet, and Excel export are on Pro.
Can I export to Excel?
Yes. Excel (.xlsx) export is available for invoices, estimates, clients, and payments, plus a multi-sheet year-end tax packet. The files are styled and date-filterable.
Does the P&L include expenses I haven't paid yet?
No. P&L uses expenses you've logged with a date — the standard cash-basis view most tradespeople file on.
Does the tax summary handle multiple tax rates?
Yes. The tax summary groups sales tax collected by rate — perfect when you work across county or state lines.
Can I see profit per job?
Not as a dedicated report. You can tag expense receipts with the job they were for so everything you spent is in one place, and the P&L and client revenue reports show which customers actually pay and where the margin is.
Do refunds get double-counted?
No. Refunds are tracked alongside payments but filtered out of revenue totals, so your dashboard never double-counts a refunded transaction.