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Reports & exports

Reports ready to share in one click

Generate P&L statements, tax summaries or invoice histories in a click — then export to PDF, CSV or Excel instantly. The numbers your accountant asks for, on demand.

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Dashboard

Your business at a glance

MonthQuarterYear
Revenue$48,250▲ 12.4%
Outstanding$12,9409 invoices
Paid$35,310▲ 8.1%
Expenses$9,840▼ 3.2%
Revenue over timeLast 6 months
Dec
Jan
Feb
Mar
Apr
May
By category
  • Consulting42%
  • Products28%
  • Retainers19%
  • Other11%
Jan
Feb
Mar
Apr
May
Revenue+$31,240
Expenses−$9,840
Tax Withheld−$3,200
Net Profit$18,200
PDFCSVExcel

The numbers, ready when you need them

Profit & loss

See revenue, expenses and net profit over any period, generated from your live data.

Net profit · May
$18,200

Tax summaries

Pull the VAT and tax totals you need for filing, without spreadsheet gymnastics.

Invoice histories

A full record of what was billed, paid and outstanding, ready to hand over.

Export anywhere

Download to PDF, CSV or Excel instantly to share or import into other tools.

Built from real data

Reports draw straight from your invoices, payments and expenses — always current.

Accountant-ready

Hand your accountant exactly what they ask for in a couple of clicks.

Export
PDFCSVExcel

Reporting in three steps

1Pick

Pick a report

Choose a P&L statement, tax summary or invoice history — whatever you need right now.

Choose a report
Profit & lossSelected
Tax summary
Invoice history
2Period

Set the period

Select the dates and BillingNow builds the report from your live data instantly.

Period Jan – May 2026
Revenue+$31,240
Expenses−$9,840
Net profit$18,200
3Export

Export & share

Download to PDF, CSV or Excel and share it instantly — or hand it straight to your accountant.

Export report
PDFCSVExcel

And much more with BillingNow

View all features →

Invoicing

  • Automatic tax & totals
  • Branded, professional templates
  • Send and track delivery
  • Recurring invoices on autopilot
Learn more →
Paid$2,400
Partial$850
Paid$3,100

Payment tracking

  • Partial & full payments
  • Live receivables
  • Every transaction logged
  • Multiple payment methods
Learn more →
Scanned

Expense scanning

  • AI reads the receipt
  • Receipts or supplier invoices
  • Upload many at once
  • Tax captured automatically
Learn more →

Follow our guides

Tips and playbooks to invoice smarter and get paid faster.

Choose The Invoicing Software That Actually Saves You Time

Most invoicing tools look similar on the surface, but the wrong choice locks you into manual work, confusing reports, and surprise fees. Here’s a practical checklist to pick invoicing software that really saves you time and keeps your cash flow visible.

The BillingNow Team·Jun 30, 2026·3 min read

How To Build an Efficient Invoicing System That Runs Itself

Instead of fixing invoices one by one, design an invoicing system that quietly runs in the background. Learn how to combine templates, automation, and AI in BillingNow for truly efficient invoicing.

The BillingNow Team·Jun 26, 2026·2 min read

From Manual to Smart: Optimizing Invoices With AI Agents

AI agents don’t just automate invoices, they optimize them: better cash flow, fewer errors, and clearer data for your business. Learn how to turn billing into a smart system instead of a monthly chore.

The BillingNow Team·Jun 23, 2026·3 min read
Read all guides →

Everything you need to know

Can't find the answer you're looking for? Reach out to our team →

Profit & loss statements, tax summaries and invoice histories — all built from your live billing data.

Export any report to PDF, CSV or Excel in one click.

Yes. Reports are generated from your current invoices, payments and expenses, so they reflect the latest numbers.

Yes. Choose any date range and BillingNow builds the report for exactly that period.

Absolutely. You can produce the P&L and tax figures accountants ask for and hand them over in a couple of clicks.

Ready to bill smarter?

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