Money

Understand your reports

See what you billed, collected, still need to invoice, and should follow up on.

Open My Reports from Home for a quick health check on the business.

Range

Choose This week, This month, or Custom. This week runs from Monday through today, and This month runs from the first of the month through today. A custom report uses the dates under From and To. Olyve compares the selected range with the previous week, month, or matching custom period.

The numbers

Collected is the total of payments recorded in the range. Invoiced is the total of invoices created in the range. The percentage below each compares it with the previous period.

Collection rate is Collected divided by Invoiced. Beside it, Olyve shows the previous period's rate. If there were no invoices, the rate is left blank.

Outstanding is the unpaid balance across invoices. Aging groups it by how long ago the invoice was created: 0–30 days, 31–60 days, and 61+ days.

Unbilled work counts completed visits that still have money due and no invoice. This is the work to review when you are ready to catch up on billing.

Next 7 days shows both the number and value of upcoming scheduled visits.

Who to follow up

Who to follow up lists up to five clients with open balances and how much each owes.

Collected by service shows up to six services that brought in the most money during the selected range.