FeatureDashboard
Payee earnings reports with PDF preview
Create an earnings report for a payee, preview the PDF, edit the wording around the numbers, and finalize it when it is ready to send.
When a payee asks for a full account of their earnings, you need a report with numbers you can stand behind and wording that fits your own terms. Reports keep those apart.
- Create a report for any payee and period and preview the PDF as you edit.
- Edit the wording: section titles, terms for deductions and sale types, how sources are shown, and your own notes.
- The figures are fixed once calculated. You can refresh them while the report is a draft.
- Finalize a report to lock it and stamp it with a version.
- Save your wording as the workspace default for future reports.
Find it under Reports in your dashboard. Admins only.