Watch: How to read the Financials page in SalesThumb (0:44)
The Financials page pulls live numbers from your invoices and payments for a date range you control. Nothing here is projected or estimated — every figure is calculated from actual invoice and payment records when the page loads.
Setting your window and exporting
Use the From and To date fields at the top of the page to set the reporting window — it defaults to the last 30 days. The chips above the dates jump straight to a common window: 7 days, 30 days, Month to date, or Custom (typing in either date box switches you to Custom). Days on this page are counted midnight to midnight UTC, not your shop's local midnight. For a shop on Eastern time that is 8 pm to 8 pm during daylight saving time and 7 pm to 7 pm in winter, so a sale rung up after that lands on the next day's totals. The page shows your exact cut-off under the date range, worked out from your shop's timezone setting. Four KPI cards sit below: Revenue (with the invoice count behind it), Payments collected (with payment count), Outstanding AR (open invoice count), and Avg ticket, labeled "Across invoices in window." Revenue, Payments collected, and Avg ticket update as you narrow or widen the window — Outstanding AR does not; see the note below.
Click Export to download the Top Invoices table as a CSV. The button stays disabled until there's at least one invoice in your window, and the file downloads as financials-top-invoices-[from]-to-[to].csv. This export only covers the Top Invoices table — it doesn't include commissions, revenue-by-service, or aged-receivables numbers, so don't treat it as a full financial export.
Commissions, revenue by service, and top invoices
The "Commissions by tech" table shows, per tech, job count, base invoice value, commission percent, and amount earned. The card spells out the formula: each tech's commission % × the invoices from jobs they installed, for the selected window only. A tech is credited only for invoices created from a scheduled job where they're the assigned installer (an invoice shared by several techs is split between them). Quick Sale invoices aren't tied to a tech, so they don't count. If a tech had no such jobs in that window, they simply won't appear in the list — that's not an error. Set each tech's commission % under Settings → Team.
"Revenue by service" is a bar chart of your top services by line-item revenue. The bar widths are scaled relative to the single highest-revenue service in the window, not to your total revenue — so read the dollar amount next to each bar rather than treating bar length as a percentage of total revenue.
"Top invoices" lists up to 20 of the highest-value invoices in the window, each with a status badge: PAID gets a solid badge, VOID and REFUNDED get an outline badge, and every other status (draft, sent, partial, overdue, etc.) gets a plain secondary badge.
Two numbers that don't move with your date range: Outstanding AR and Aged Receivables
Revenue, Payments collected, and Avg ticket are all computed from invoices and payments created inside your From/To window, so they change as you narrow or widen the range. Outstanding AR and Aged Receivables do not — both are running totals of every open invoice (draft, sent, or partial, with a balance greater than zero) across your whole account, regardless of what dates are selected. That's by design: an invoice from four months ago is still money you're owed today.
Because Outstanding AR and the Aged Receivables total are built from the same underlying open-balance total, they'll always tie out to each other. It's Revenue that won't tie out to them once you've narrowed the date range — Revenue only reflects invoices created inside the window, while Outstanding AR and Aged Receivables reflect every open invoice regardless of when it was created. They're answering different questions. Each bucket in the stacked bar (colored from green through red to flag severity) shows its own dollar total and invoice count, so you can see at a glance whether your outstanding AR is concentrated in recent balances or older ones.
One more display note: every dollar figure on this page is rounded to the nearest whole dollar. If a total looks a few cents off from a line-item report elsewhere in SalesThumb, that's the display rounding, not a data discrepancy.