REPORTING TOOLS

Invoice aging, sales & tax reports

Track unpaid invoices, payments, sales trends, and tax details for any time period.

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Unpaid invoices by time frame Sales and payment trends Time to Pay and tax reporting

How It Works

See your invoicing, sales, and payment trends

CleanGuru’s reports help you track unpaid invoices, payments, sales trends, and tax details by time frame.

See unpaid invoices by time frame

Invoice Aging reports show unpaid invoices by time frame, helping you prioritize follow-ups and stay on top of collections.

Drill into invoice, credit, and payment details

Open a report and drill down into the invoice, credit, and payment details behind the numbers.

Track sales and payments over time

See sales by customer and payments received for any time frame to understand revenue trends.

Review time to pay and tax reports

Use Time to Pay, Tax Summary, and Tax Detail reports to understand payment behavior and review tax information across different periods.

Why It Matters

Identifying Overdue Invoices Quickly

Spot aging balances at a glance so you can follow up before they fall further behind.

Tracking Revenue by Customer Over Time

See which customers generate the most revenue over time.

Supporting Financial Reviews and Planning

Pull reliable data when you need it for business reviews or forward planning.

Preparing for Accountant or Tax Reviews

Give your accountant clear, organized invoice data without manual exports or spreadsheet prep.

Frequently Asked Questions

Answers to common questions about CleanGuru’s reporting tools.

Yes. CleanGuru reports are drill-down capable, so you can open a report and view the invoice details behind the numbers. You can also review related credit and payment details when needed.

Yes. CleanGuru reports reflect current invoice status, so you can review unpaid invoices, payments, and other reporting data based on the latest available information in the system.

No. CleanGuru reports are designed to be easy for cleaning business owners and managers to use. You can review invoice aging, sales, payments, time to pay, and tax reports without needing accounting training.

Yes. CleanGuru reports can be viewed for different time periods, so you can review recent activity, compare date ranges, or look at longer-term invoicing, payment, sales, and tax trends.

CleanGuru includes Invoice Aging reports, sales reports, payments received reports, Time to Pay reports, Tax Summary reports, and Tax Detail reports. These reports help you track unpaid invoices, revenue, payment behavior, and tax information in one place.

Yes. CleanGuru reports can be downloaded to Excel, making it easier to share data, do additional analysis, or provide organized reporting to your accountant or bookkeeper.

Explore more invoicing features

See how reporting connects with the rest of CleanGuru’s invoicing tools.

One-Time & Recurring Invoicing

Create one-time or recurring invoices and let recurring billing run automatically on your chosen schedule.

Cleaning-Specific Billing for Services, Supplies & Taxes

Bill services, supplies, hourly work, and taxes on one invoice.

Email Delivery with Verification & View Tracking

Email invoices with delivery confirmation and see exactly when they are opened.

Stay in control of your invoicing and cash flow

See who owes you, how long balances have been outstanding, and how your revenue is trending.