The Financial Order Details report gives you a detailed, order-by-order financial breakdown — totals, taxes, fees, and balances — for deeper analysis or reconciliation.
Where to Find It
Reports → Financial Reports → Financial Order Details
What This Report Shows
Order number, type, and status
Total, total with fees, and total excluding tax
Tax breakdowns (rental, sale, service, delivery, and more)
Client details and addresses
Invoice balance due and amount paid, card fees, and the salesperson
Filters You Can Apply
Date type — match the date range against the creation, start, end, convert, or event date
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Order type, order status, payment status, event type, and finalized status
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Order templates and deleted orders are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Financial Order Details report, contact us at [email protected].