Ideas & Suggestions

I am begging. And I do mean begging. Please Pretty pretty please Make a report that will tell me who the "owner" is for each customer. We need to be able to analyze WHO made the sales. I've asked before and was given a generic report that gave me 0% of what I needed. So please hear the cry of this desperate bookkeeper who is manually going through hundreds and hundreds of customers as well as thousands of invoices. With utmost sincerity, Nicolette

The exporting data report should show not only the front facing information of the invoice, but also include all the cost of the garment and price charged for garment plus printing (pulled from the matrix on each line). This would help track overall margins by invoice and also by line item.

When I do analytics I would like the report to shows profit for the month regardless of when an invoice is paid. it is confusing when the income is recorded when it is posted as it might show up 1 or 2 months later

We would like to follow up on a report that we have requested which is needed for sales tracking and commission calculations. The current “Total Sales” report provides a strong foundation, but lacks itemized expense data, which forces us to manually merge data from multiple reports. This manual process is time‑consuming, prone to error, and requires heavy spreadsheet manipulation after each data pull. Adding itemized expenses to the existing Total Sales report would resolve this problem. We have communicated this requirement previously through support channels and it was recommended that I share the request here as well. The requested report would have the following information: Columns Gross Sales Sales Tax Itemized Fees Itemized Expenses Filters -Date Range with drop down selections (Invoice Date, Payment Due Date, Created Date, Customer Due Date) -Owner (Sales Rep) -Status

A lot of businesses would greatly benefit from something that allows us to add Sales Reps. Customer Profiles seems like the logical space, and set it up to auto calculate commission on orders through a percentage base/fixed rate. It would also be crucial to sync with QuickBooks for accounting. Please support this.

Sales tax is available on the Inksoft side for storefronts, but it would be nice to have it on Printavo too to keep all of our sale information in one place. Right now the integration makes it harder.

I need to see all my jobs current, past, and future by "type" meaning Screen Printing vs. Embroidery vs. DTF, etc. Each of these is a line-item option in type of work dropdown on our invoices. How can I find results in my account by that factor?

It would be super useful to be able to pull numbers for the amount of individual items and types of items sold. For instance I want to be able to easily see how many white Gildan 5000's I sold in a quarter. I want to be able to see how many total items were sold for the month of July. I want to be able to see how many and what items I sold in a year. This would do wonders for planning and strategy.

It would be useful to have a report or field added to existing report of the order complete date (the last one if there are more than one) so we can do analyses of revenue that agree or are close to what we have on our general ledger.