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Managing your business

Accepting payments on your site

Wix Invoices: Creating a Revenue or Tax Report


Use revenue and tax reports to keep track of how much your business has billed. Choose a time period and run reports listing all amounts invoiced or all taxes invoiced during this period. At the bottom of your report you'll see a total figure.


Important:


We recommend consulting with an accountant regarding taxes collected from your customers and additional tax obligations.


A screenshot of a revenue report.

To create a revenue or tax report:


  1. Go to Invoices in your site's dashboard.

  2. Click the More Actions drop-down at the top right and select View reports.

  3. Click Create Report under the type of report you'd like to run:

    • Tax Summary: View all taxes billed during a certain period.

    • Revenue Summary: View all amounts billed during a certain period.

  4. Set the report's date range by selecting start and end dates in the Date Range section.

  5. Click the Revenue drop-down and select a report type:

    • Cash Basis: Displays data on invoices paid during the date range.

    • Accrual Basis: Displays data on all invoices sent during the date range, including both paid and unpaid.

  6. Export or print the report:

    • Export: Click Export to CSV to download your report in CSV format.

    • Print: Click Print to print the report.


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