🧪 Beta: These reports are currently in beta and available to select accounts. Contact your account manager to request access.
MoeGo's Smarter Invoice Reports are a dedicated suite of reports built for deeper financial visibility. They are separate from the standard MoeGo Insights reports used for day-to-day business performance.
These reports are designed for business owners and accountants who need accurate, audit-ready financial data — including cash basis revenue recognition, sales tax filing, accounts receivable balances, and item-level revenue breakdowns by custom category.
👉 Learn more about Smarter Invoice & Payment: Overview
How these reports are different from Insights reports
MoeGo Insights reports are built for operational and performance monitoring — they answer questions like "how much did I earn this week?" or "which staff member had the most appointments?"
Smarter Invoice Reports are built for financial accuracy and compliance — they answer questions like "how much revenue did I recognize on the day payment was collected?" or "what taxable sales do I need to report to the state?"
| Insights reports | Smarter Invoice reports |
Primary audience | Business owners, managers | Business owners, accountants |
Revenue basis | Checkout / sale date | Payment date or fulfillment date |
Use case | Performance tracking | Month-end close, tax filing, AR reconciliation |
Access | All plans | Beta — select accounts only |
⚠️ Important: A different total does not always mean something is wrong. It may mean the reports use different date logic, grouping logic, or business logic.
Who these reports are for
These reports are designed for:
Business owners who need accurate financial records for accounting or tax purposes
Accountants and bookkeepers managing month-end close, revenue reconciliation, or tax filing
Multi-location businesses that require standardized financial reporting across locations
Before you start
Requirement | What to know |
Account access | These reports are currently in beta and available to select accounts. Contact your account manager to request access. |
Smarter Invoice | These reports require Smarter Invoice. Accounts on the legacy invoice schema will not have access. |
Data timing | Data syncs hourly, and figures may be up to 2 hours behind a recent transaction. |
Report basis | Different reports answer different business questions, so totals may not always match across reports. |
📝 Note: If you recently checked out an invoice, collected a payment, issued a refund, or changed a revenue category, allow time for the reports to refresh before comparing totals.
Reports in this collection
Report | Use it to understand | Best for |
Cash Basis Sales Report | Revenue recognized on the day payment is collected | Cash-basis revenue review and month-end close |
Sales Tax Report | Taxable sales and tax collected | Tax filing review |
Revenue Categories | How service items map to custom revenue categories | Cleaner reporting groups for owners and bookkeepers |
Sales Invoice Line Item Report | Item-level revenue with category attribution | Reviewing sales by item, service, or custom category |
Open Invoice report | Unpaid invoice balances as of a selected date | AR review and unpaid invoice follow-up |
Transaction Reports | Audit logs for payments, deposits, store credit, and packages | Reviewing detailed financial activity and reconciliation |