Reports
Analyse your revenue, outstanding invoices, and client performance.
10 articles
Revenue report
Analyse revenue in Rebill over any date range: total income, paid invoice count and average value, with a monthly chart and an exportable list.
Outstanding report
See all unpaid Rebill invoices grouped by how overdue they are. The aging breakdown helps you prioritise collection, from current invoices to those 90+ days overdue.
Payments report
List every payment received in Rebill over a date range with the invoice it settled, the client, the payment method and the reference, then export it to CSV to reconcile your bank statement.
Expense report
See where your money is going with a breakdown of expenses by category and period. Optionally compare against revenue to see your net profit.
Profit & Loss report
Compare income against expenses in Rebill over any period, on a cash basis (payments received) or an accrual basis (invoices issued).
VAT / tax return report
Generate a VAT201-style output and input tax breakdown in Rebill, ready for your South African VAT return or your local tax return elsewhere.
Tax set-aside report
Estimate how much income tax to put away each month in Rebill, based on your projected annual profit.
Client revenue report
See which clients generate the most revenue in Rebill. View top clients by revenue, revenue share per client, invoice count, and average invoice value.
Summary report
Get a full view of invoices, expenses, revenue and net profit for any date range in Rebill, in one place.
Team performance report
Admin-only Rebill report of quoting and invoicing by owner: won, lost and pending quotes, win rate, and outstanding and paid invoice values per person.
More topics
Getting Started
Create your account, learn the dashboard, and understand your plan.
4 articles
Invoices
Create, send, and manage invoices and track payments.
11 articles
Quotes
Send quotes to clients and convert accepted quotes to invoices.
9 articles
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
4 articles
Clients
Add and manage your clients, view statements, and track balances.
6 articles
Items
Build a catalog of products and services to speed up invoice creation.
4 articles
Settings
Set up your business info, invoice templates, and payment gateways.
20 articles
Users & Team
Invite team members and manage who has access to your account.
2 articles
Expense Tracking
Log business expenses, attach receipts, and see your profit & loss.
5 articles
Purchase Orders
Raise purchase orders against suppliers, send them by email, and convert fulfilled orders to expenses.
7 articles
Bank Import
Import CSV bank statements, match payments to invoices, and categorise expenses.
5 articles
Client Portal
Give clients a private link to view their invoices, quotes, and statement.
4 articles
API Reference
Integrate with Rebill programmatically using the REST API.
13 articles
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