Statement/Report of sales by client

iAx

Hi! Would be great to expand the reporting function of the Solo app to include reporting on hours and/or income, per client. Eg. I provide services to two clients (primarily) and need to demonstrate less than 80% of my income is from one contractor to confirm 2026 Payroll tax exemption. This doesn’t seem to be available in the current state without exporting a ledger and adding up each invoice by client (etc etc) … a time consuming pain considering all the data I need is entered at invoice. And I can’t justify jumping to myob-lite just because reporting is overly basic, yet most other aspects are adequate to my needs. 🙏

Danielle-Solo

Hey @iAx 

We know that right now, if a customer asks “what’s outstanding?”, you’re digging through invoices one by one — not exactly a party. 🎉

Sounds like you want to cut through that noise with a Report that pulls all your customer sales into one place. We love that energy!

Tell us a bit more about what you're after so the Product Team can understand how best to achieve this idea. Are you looking for:

• A statement of everything you've sold a customer?
• A breakdown of their slice of your total sales?
• A hit list of outstanding payments and invoices?
• Or maybe, all of the above would be handy? 😉
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Quick Note: we edited the title of this post to help make it easier for other Solmates to find and relate to