Your reports in The Farriers App

How to run your reports

Run your reports from any device

Goto the 3 lines top right select Your Reports then select a report and the date range. The report will be mailed to your Email address.

Report types

Sales - A CSV of all of your sales ready for your bookkeeper or for importing into Quick Books or Xero depending up what you have specified in your settings.
Services needed - A list of all of the services you have sold over a period. Good for stock keeping if you have your services set up correctly.
Customers - A CSV list of all of your customers. Useful if you want to send them all an email.
Customers needing appointment - This is a list of all horses that need an appointment. The criteria are the system looks back at the last invoiced appointment for a horse, checks the shoeing frequency if entered and looks to see if an appointment has been made. If not it will appear on this list.
Your services - A list of all of the things you charge for.
Purchases - A CSV of all of the expenses you have entered in the app.
Professional invoices - Our invoices to you.






    • Related Articles

    • Financial reports

      What reports can I run? There are lots of reports - Sales, Purchases, Service charges, VAT/Tax (if registered), quarterly accounts, horse names due for shoeing, and lots more. Can my bookkeeper have access to these reports? Yes, you can setup your ...

    • Purchases

      How do I record a purchase? Select purchases from the 3 bars top right. Take a photo of the receipt and complete the details asked for. You can still record the details if you don’t want to photo the receipt or just import a file. If I am VAT/tax ...

    • How to add a new user

      Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...

    • How to get started - part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...

    • Invoicing

      Can I run a monthly account for a customer? Yes. The system will either take payment at the end of the month if your customer has signed up to Go Cardless or it will send them a statement. What will the invoice look like? You can select from various ...